Google's Search Monopoly Under Scrutiny

A judge has ruled that Google is abusing its monopoly in search, a significant development in the ongoing debate about the tech giant's dominance. The ruling comes a quarter century after Google's "don't be evil" motto, raising questions about the future of search and the impact of AI and ChatGPT on the landscape.

• Will Apple build a search engine to challenge Google's dominance?
• How will ChatGPT impact search?
• Will this ruling actually change anything?

Google's AI Investments and the Future of LLMs

The tech industry is pouring billions into AI infrastructure, but revenue hasn't quite caught up yet. Hyperscalers like Google, Microsoft, and Meta are investing heavily in AI infrastructure, even though widespread adoption in enterprise and consumer use cases is still a few months away.

• Google, Microsoft, and Meta are building AI capacity in anticipation of future demand.
• Meta, in particular, wants to avoid being dictated to by other companies, as it was with Apple on mobile.
• There's a race to establish market power and set the agenda for the next platform.
• The science of AI is still unsettled, with questions about the future of LLMs and the need for even more data and compute power.

Apple and Nvidia's Tech Moves

Apple is rebalancing its manufacturing away from China, with projects in India now employing over 200,000 workers and expected to grow to 600,000 by next March. Meanwhile, Nvidia faces an antitrust investigation by the US Department of Justice, focusing on the company's software and allocation of deliveries.

• Apple's move to India highlights a trend towards rebalancing consumer electronics manufacturing.
• The DoJ's investigation of Nvidia reflects concerns about the company's market power in AI chips.

Meta's Continued Investment in XR

Meta continues its heavy investment in XR (extended reality), having spent over $50 billion on the technology. This reflects the company's desire to avoid being left behind in the next technology wave.

The Rise of Streaming Fraud

The music industry is dealing with the issue of streaming fraud. The US has charged someone with generating hundreds of thousands of fake tracks and using bots to generate plays, resulting in $10 million in fraudulent payouts from streaming platforms.

The OnlyFans Business Model

OnlyFans is the only big company in its market with real transparency, publishing detailed financial accounts. The platform boasts 4.1 million creators and 305 million users, generating £6.6 billion in user payments and £485 million in net income.

Google's AI in the News

Google's AI is being deployed in news publishing, raising questions about its impact on search visibility and the role of AI in journalism.

Google's Impact on Tech

Google's dominance in search and AI is shaping the tech landscape, from competition in the advertising market to the development of AI infrastructure. This ongoing story raises questions about the future of tech, the role of AI, and the balance of power in the digital world.