Google can push this argument too far, though. I’m willing to accept that TikTok and Reddit offer search alternatives of ato Google. But the company’s slide deck includes among its competitors in search such howlers as Wayfair.com, OpenTable, and ESPN. Ultimately, Google controls more than 80 percent of the search market, and its size and power exert powerful control over the web and how money flows through it.
Luther Lowe, Yelp’s chief lobbyist and a longtime Google antagonist, told me that the judge could consider ordering a breakup of the company. “Given search’s centrality to its bottom line and the fact that a breakup is on the table, this case is an existential threat for Google,” he said. Earlier this year, it seemed like Google search might be in for the fight of its life. The introduction of chatbots powered by large language models threatened to prove more disruptive to Google than any other technology in the company’s history.
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