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A US judge has delivered a historic ruling questioning Google’s dominance in the search engine market.  Will this decision reshape the future of Big Tech?  What impact will it have on users, advertisers, and competitors?  Could it open the door for new search engines to challenge Google’s monopoly?  Watch. 

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00:00Google has escaped a breakup of its Chrome browser in a major US competition case,
00:07but the judge imposed remedies whose impact remains uncertain just as AI starts to compete with search engines.
00:14Here is what we know about how the antitrust ruling could affect the company,
00:18the wider tech sector, and ordinary users of the giant's services.
00:30Judge Amit Mehta, who found a year ago that Google illegally maintained monopolies in online search,
00:36did not order the company to sell off its widely used Chrome browser in his Tuesday ruling.
00:41Neither did he halt Google's agreements with companies like iPhone maker Apple or Firefox browser developer Mozilla,
00:48under which it pays them to make Google their default search engine.
00:52Instead, he ordered remedies, including requirements to share data with other firms,
00:57so they could develop their own search products,
01:00and barring exclusive deals to make Google the only search engine on a device or service.
01:06The ruling was far milder than feared.
01:09It removes a significant legal overhang and signals that the court is willing to pursue pragmatic remedies,
01:14Hargreaves Lansdowne analyst Matt Britzman commented.
01:18Google chiefs nevertheless still disagree strongly with the court's initial decision in August 2024.
01:25The company's vice president of regulatory affairs, Leanne Mulholland, said in a blog post,
01:31hinting at a likely appeal that could go all the way to the U.S. Supreme Court.
01:36Stock in Google parent company Alphabet surged on Wednesday as investors welcomed the ruling.
01:42Meta himself noted that the landscape has changed since the U.S. Justice Department,
01:54and 11 states launched their antitrust case against Google in 2020.
01:59The emergence of generative artificial intelligence as a challenge to traditional search gives.
02:04The court hoped that Google will not simply outbid competitors for distribution if superior products emerge,
02:10he wrote in his ruling.
02:12Competition is intense and people can easily choose the services they want, Google's Mulholland agreed.
02:17Others in the sector were unhappy with the ruling.
02:20Google will still be allowed to continue to use its monopoly to hold back competitors,
02:25including an AI search, said Gabriel Weinberg,
02:28chief executive of privacy-conscious search engine DuckDuckGo.
02:32Beyond Google, observers have pointed out that Apple and Mozilla are both big winners from the decision.
02:37Ending tie-ups like theirs with Google would
02:39"...impose substantial, in some cases crippling, downstream harms to distribution partners, related markets, and consumers,"
02:48Meta wrote.
02:49This is a huge win for Apple, but perhaps even more so for Mozilla,
02:54which may very well have died without the cash infusions,
02:57former Google Ventures investor M. G. Siegler wrote on his blog.
03:02In the near term, some search data will be shared by Google with competitors under the ruling,
03:16with Mulholland saying the company has
03:18"...concerns about how these requirements will impact our users and their privacy."
03:23Looking further ahead, Google Search is in the process of being disrupted by chatbots, Siegler said,
03:28"...a future where the company's flagship search product is completely displaced may yet be far off,"
03:33as Google Search notched up more than 85 billion individual visits in the month of March 2024,
03:39the most recent with data available from Statista.
03:42That compares with around 700 million weekly users reported by OpenAI for its ChatGPT chatbot,
03:49the biggest-named generative AI product.
03:51What's more, Google is not barred from entering into the same kinds of distribution deals
03:56as it struck for online search to place its own AI products on partner devices or services.
04:02The company already reports 450 million monthly users for its Gemini Chatbot app
04:07and offers competitive tools in other areas like video generation.
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