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Archives for May 2025

Adi Robertson
Adi Robertson
“Nobody’s really testified about user-side data.”

Mehta has been pushing on ways Google could share its search data without including significant amounts of user data or kneecapping Google and still give rival search engines enough to improve their products. He’s pressing the government on whether witnesses really focused on comprehensive user data, or if they were more interested in Google’s index. He cites an amicus brief from Brave, which suggested limiting the shared data to unusual and hard-to-get “long-tail” results that can supercharge search quality. Also, how often should Google have to provide fresh results, and how much should it cost competitors to access them? “We’re trying to kickstart competitors, we’re not trying on Day 1 to put them on equal footing with Google,” he says.

Adi Robertson
Adi Robertson
Mehta still seems skeptical of the link between AI and search.

“I understand this is now forward-looking, but I don’t know that” there’s an argument that would “allow the court morphing the market” this way, he says. “What case can you look to that has that kind of quality to it that can address that kind of emerging market and put it in this box of qualified competitor?” Judges’ questions don’t always indicate how they’ll rule, but that might bode ill for some of the companies Google is most worried about — generative AI providers — getting access to valuable data.

Adi Robertson
Adi Robertson
Should AI companies get syndicated data from Google?

Mehta asks the question to the government. “I don’t think they’re interested in competing as a search engine qua search engine,” he says, elaborating. They “want to have better grounding in search” to have the best model in the world; is that sufficiently related? “It feels like to me the definition ought to be changed” of a general search engine if so, he says. The government disagrees, saying AI companies are clearly aiming to compete in the same areas. Mehta points out a contradiction: the government wanted to exclude a bunch of other search-engine-like services to establish Google had no meaningful search competitors during the liability trial, and now it wants to add new ones during remedies. “I’m not sure it quite fits,” Mehta says.

Adi Robertson
Adi Robertson
Back now, talking about data and scale.

We’re still arguing about why data sharing is important, and whether Google’s “quality gap” of information compared with competitors is both significant and unfairly obtained. Data sharing and AI are emerging as two of the biggest elements of these arguments, which isn’t surprising: the former is something Google sees as potentially catastrophic, and the latter is where it sees the future of search.

Adi Robertson
Adi Robertson
Break time.

We’re taking a 15-minute break before getting back to arguments — after a little chitchat, it’s near-silence on the teleconference line.

Adi Robertson
Adi Robertson
“Our remedies are tied to barriers to entry.”

The DOJ’s lawyer is back up for rebuttal — arguing that Google might say its remedies are extreme, but a truly extreme remedy would be something like requiring it to sell search. The goal is denying Google the fruits of the monopoly it’s established and making sure there are “no practices” left to help it unfairly maintain it, he says.

Adi Robertson
Adi Robertson
Google is still the best search engine for Apple, says attorney.

“I don’t believe you have a factual basis to ... suggest there was a causal connection” between Google’s multibillion-dollar deal and Apple not developing a competing search engine, says Schmidtlein — and Google is still going to get the most traffic on Apple’s Safari browser even if it’s competing for placement on a non-exclusive basis. Yahoo catches a stray here: “Yahoo can’t even keep its own users” using its search engine, he says.

Adi Robertson
Adi Robertson
AI is back up for debate.

Mehta asks: what kind of legal framework should he be using to think about generative AI product remedies? “GenAI products are not in the relevant market ... there is no evidence that generative AI products were harmed” by any of Google’s conduct in this case, Schmidtlein says — they didn’t even exist during the period covered in the original trial. “The notion that these AI rivals have been harmed at all is... whatever,” he says. But Google is willing to address the question about forward-looking impact by avoiding bundling or exclusive deals like the ones it used for search. “You can rest assured that at least in that sense it can be addressed.”

Adi Robertson
Adi Robertson
Judge Mehta: is there a middle ground on data-sharing?

Google’s attorney starts by emphasizing all the privacy and competitive problems he sees with the DOJ’s overall proposal, but concedes that some limited data syndication could be feasible. “None of this reverse-engineering” products or “feeding all of our data into an LLM”, Schmidtlein says, but the syndication could help improve search results marginally. (You may recall that Sundar Pichai claims unlimited data sharing could essentially kill Google search.)

Adi Robertson
Adi Robertson
“By definition, network effects crowd out competition,” says Mehta.

Mehta and Schmidtlein are still arguing about what kind of hypothetical world would have existed without Google’s exclusionary deals, and how drastic a market intervention that would justify. Google, you may remember, is pushing hard to focus purely on ending the exclusivity requirements of its deals while scrapping other proposals like data-sharing with other search engines — but Mehta expresses concerns that this approach “sells the remedies portion of this short.”

Adi Robertson
Adi Robertson
Google lawyer: “Was anybody clamoring to preload Bing on these devices?”

Schmidtlein and Mehta are going back and forth over how much Google’s monopolistic conduct — particularly its exclusionary deals with companies like Apple — let it gather data that gave it an unfair leg up over other competitors, and whether without that conduct, other search engines would have become meaningful competitors. “We had witness after witness come in and say data helps improve search quality,” Mehta notes.

Schmidtlein counters that “there was no evidence that if Google was entering into non-exclusive agreements,” Apple and others would have actually wanted to cut deals with other search engines, or that those engines would have gathered much more data. “What is the alternate configuration of the device and what would that have done in terms of access to search queries?”

Adi Robertson
Adi Robertson
Google’s lawyer is up.

Google attorney John Schmidtlein is rebutting the government’s case — calling the proposed remedies “invasive and broad and market reengineering.”

Adi Robertson
Adi Robertson
Lots of AI questions to the DOJ.

Judge Amit Mehta just wrapped up a long line of questioning about how generative AI should play into the search trial. “We spent a lot of time in this remedies phase talking about AI,” Mehta began. “There’s an argument to be made perhaps that all that is not relevant because it’s not a market that was discussed during the liability phase.” Mehta asked Dahlquist to defend why a tool like Gemini should be considered part of the overall search market, not something separate and new. Dahlquist, in turn, emphasized that AI “is a new search access point. That is a gateway to search.”

Adi Robertson
Adi Robertson
“Google’s self-reinforcing monopoly machine.”

DOJ attorney David Dahlquist is laying out the governments’ case for changes that would help “pry open the market to competition” in search. He’s accused Google of providing “milquetoast remedies that it knows will maintain the status quo,” instead mainly arguing in preparation for its appeal.