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The Rundown

Deep Dive: The Dual Threat Challenging Google's Business

Sat, 26 Apr 2025

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Google is reeling from back-to-back courtroom defeats—one targeting its search-engine defaults, another striking at its ad-tech stack—while the Justice Department weighs unprecedented remedies that could compel the company to shed Chrome or even Android. Yet antitrust pressure is only half the story: OpenAI’s ChatGPT and other generative-AI tools are coaxing users away from the familiar “ten blue links,” challenging the very business model that funds Google’s empire. This weekend’s Deep Dive dissects the litigation, sizes up the realistic odds of a breakup, and explores whether AI disruption might erode Google’s dominance faster than any regulatory decree.

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