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cover of episode Google Faces a Potential Breakup

Google Faces a Potential Breakup

2025/4/22
logo of podcast Motley Fool Money

Motley Fool Money

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J
Jason Moser
作为 Motley Fool 高级分析师,Jason Moser 专注于提供深入的财经分析和投资建议。
R
Ricky Mulvey
作为《Motley Fool》播客主持人,Ricky Mulvey 提供对各大公司财务表现和未来发展的深入分析。
R
Robert Brokamp
Topics
Jason Moser: 我认为出售Chrome不太可能,终止与苹果等公司的默认搜索引擎协议以及分享数据给竞争对手的可能性更大。Chrome占据了全球浏览器市场最大的份额,出售它将是巨大的打击。即使分享数据,也不一定能保证竞争对手的成功,因为数据本身的价值和如何利用数据是两码事。 我更关注的是谷歌未来的收购行为,我认为数据共享或搜索协议是更合理的整改目标。我不认为拆分Chrome是最可行的结果。 Ricky Mulvey: 谷歌几十年来已经成为大多数人的首选搜索引擎,这体现了其成就。谷歌的律师认为,如果分享数据,竞争对手就能利用谷歌的搜索引擎来开发和训练自己的产品,而谷歌却被禁止进行必要的交易和投资来保持竞争力。如果谷歌被要求剥离Chrome或终止与苹果的协议,苹果可能会损失200亿美元的收入,这大约占其税前收入的16%,虽然这笔钱对苹果来说可能不算微不足道,但我认为这不会损害其业务。大型科技公司正受到严格审查,未来可能会有更多公司面临反垄断调查。

Deep Dive

Chapters
This chapter discusses the Department of Justice's antitrust case against Google, focusing on potential remedies like selling Chrome or terminating default search agreements. The impact on Alphabet and Apple is also analyzed.
  • The Department of Justice is considering remedies such as Google selling Chrome and terminating search agreements with companies like Apple.
  • Selling Chrome would significantly impact Google's market share (approximately 66%).
  • Terminating search agreements could cost Apple an estimated $20 billion.
  • The case highlights the increasing scrutiny of big tech companies and their potential monopolistic practices.

Shownotes Transcript

The Department of Justice is asking Alphabet to sell Chrome.

(00:21) Jason Moser and Ricky Mulvey discuss:

  • Why Apple could lose an “easy $20 billion” from Alphabet’s break-up.

  • General Motor’s big bet on electric vehicles.

  • Bill Ackman’s hedge fund, Pershing Square, buying a 20% stake in Hertz.

Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s.

Companies mentioned: GOOG, GOOGL, AAPL, GM, TSLA, HTZ

Businessweek feature on GM: https://www.bloomberg.com/news/features/2025-04-14/inside-gm-mary-barra-s-35-billion-bet-on-electric-cars

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp

Producer: Mary Long

Engineer: Dan Boyd

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