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cover of episode Could Google Be Forced to Break Up After District Judge’s Ruling?

Could Google Be Forced to Break Up After District Judge’s Ruling?

2025/4/18
logo of podcast WSJ Tech News Briefing

WSJ Tech News Briefing
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Jan Wolfe
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Victoria Craig
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Victoria Craig: 美国联邦法官裁定谷歌在在线广告行业的两个领域存在非法垄断行为，损害了广告商和消费者，并剥夺了竞争对手的竞争能力。这是一个对政府来说相当有力的胜利。 Jan Wolfe: 谷歌在在线广告投放的两种工具上占据主导地位，这种主导地位是非法获得的。这意味着接下来法官将举行赔偿审判，决定如何恢复竞争。最坏的情况是，谷歌可能被迫出售部分广告产品，这些产品是公司的摇钱树。谷歌的广告技术业务去年创造了310亿美元的收入，约占公司总销售额的十分之一，因此风险很高。 美国司法部对谷歌提起了两起反垄断诉讼，分别针对谷歌搜索引擎和广告技术工具，并且政府在这两起诉讼中都胜诉。谷歌目前面临着来自全球多个地区的反垄断审查，这对其业务构成重大威胁。谷歌可能被迫出售部分业务，但这仍存在不确定性，因为还有很多诉讼程序有待进行。法官在决定是否拆分谷歌时，需要考虑市场变化因素，例如人工智能和新的竞争。谷歌对裁决表示部分满意，并计划通过上诉和争取较轻的处罚来应对。如果谷歌被强制拆分，可能会对消费者产生影响，例如媒体公司可能会获得更多收入，从而改善服务。

Deep Dive

Shownotes Transcript

A U.S. district judge ruled Google is too dominant) in some parts of the online ad industry. WSJ business and legal affairs correspondent Jan Wolfe) explains how that could result in Google being forced to sell off parts of its business. Then, at some big companies, artificial intelligence is designing ad campaigns) with help from human beings, not the other way around. WSJ CMO Today reporter Patrick Coffee) explains how marketers are leaning into AI-led strategies. Victoria Craig hosts.

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