E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
2023/1/27
All-In with Chamath, Jason, Sacks & Friedberg
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Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Friedberg
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David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
主
主持人
专注于电动车和能源领域的播客主持人和内容创作者。
美国司法部指控谷歌滥用其在数字广告领域的市场支配地位，谷歌则反驳称其市场份额并不高，其成功源于高效的拍卖机制和对出版商的高分成，司法部的诉讼是毫无根据的，并且会对市场造成不确定性，对未来的收购行为产生寒蝉效应。
Chamath Palihapitiya认为，司法部的诉讼是出于个人恩怨而非逻辑推理，谷歌并非垄断企业，市场份额远低于100%，如果要指控谷歌垄断，应该关注其搜索业务，该诉讼很可能失败。
David Friedberg认为，谷歌在数字广告领域的成功并非源于垄断，而是其高效的拍卖机制和对出版商的高分成，打破谷歌的广告业务可能会损害出版商的利益。
David Sacks认为，司法部对谷歌的诉讼会对市场造成不确定性，并对未来的收购行为产生寒蝉效应，解决问题的办法是修改法律，而不是试图用现有的法律框架来解决问题。
Deep Dive
The discussion delves into the DOJ's lawsuit against Google, assessing whether breaking up its ad business is justified, and the broader implications for the digital advertising market.
- Google holds 26.5% of the digital advertising market, indicating diverse competition.
- The DOJ's lawsuit focuses on Google's ad brokering, claiming monopolistic behavior.
- Critics argue the lawsuit is ill-founded and targets past acquisitions rather than current market conditions.
- The digital advertising market is dynamic, with companies like Amazon, Disney, and Uber expanding their ad businesses.
- There's a call for updated antitrust laws to address modern business conditions.
Shownotes Transcript