A federal judge rejected the Department of Justice request to force Google to spin off its Chrome browser. Court rulings have less impact than disruptive technologies in reshaping Big Tech. Google's primary revenue source, online search advertising, faces serious risk from emergent AI capabilities. Google invested heavily in TPUs, massive data centers, and top AI researchers, enabling large-scale experimentation. Google published breakthroughs such as AlphaFold and the Attention is all you need paper, which enabled transformer scaling and helped make ChatGPT possible. The emergence of ChatGPT-style models threatens search advertising dominance and compels Google to innovate or decline.
It paid for massive data centers full of tensor processing units. It paid for the salaries of top AI researchers lured from academia, who were able to test their theories for the first time, thanks to... Google's massive, concentrated size. What did the firm do with its AI research? It published papers and presented its findings for everyone to see.
Google was spared the worst on Tuesday, with a federal judge rejecting a US Department of Justice request to force it to spin off its Chrome browser. But court rulings are less relevant in trustbusting Big Tech than newer, disruptive technology, as we've said before. And in Google's case, its cash cow - online search advertising - is already in jeopardy, and ironically, because of Google itself.
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