Google's antitrust ruling confirms AI assistants are the new gatekeepers
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Google's antitrust ruling confirms AI assistants are the new gatekeepers
"Predicting the future can be fun, but you get the sense Judge Amit Mehta wasn't having much of it in his ruling that declared the long-awaited remedies in the Google antitrust case. Although the case centered around how Google achieved its dominance in search over the past 20 years, Mehta also considered what's to come, specifically the emergence of AI chatbots like Gemini as go-to information portals for large numbers of people."
"While Mehta discarded industry-altering solutions like forcing Google to sell Chrome or Android, the ruling does recognize AI assistants as core distribution infrastructure in the media ecosystem. They may be a different animal from search engines, but Mehta writes that there's enough overlap that the courts should regard them similarly: "...the use cases for GSEs [General Search Engines] and GenAI chatbots 'are not identical but they do overlap in a number of places' like 'a Venn diagram'.""
Judge Amit Mehta recognized AI chatbots such as Gemini as emerging go-to information portals and core distribution infrastructure alongside browsers and search defaults. The ruling declined extreme structural remedies like forcing Google to sell Chrome or Android while acknowledging overlap between general search engines and generative AI chatbots. Courts will likely treat AI assistants as critical distribution channels, influencing licensing deals and lawsuits between media and AI companies. Publishers need to optimize for AI portals now because AI answer engines create different optimization rules (GEO). AI portals are positioned as the next battleground for information providers formerly focused on SEO.
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