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The U.S. Justice Department has proposed a radical plan to force Google to sell off parts of its business, potentially leading to the first major corporate breakup in four decades. This move could reshape one of the world’s most valuable tech companies.
A 32-page filing submitted by the Department of Justice and a coalition of state attorneys general aims to address Google’s monopolies in search and search advertising. The proposed remedies include behavioral restrictions and more drastic structural measures.
The DOJ has outlined remedies in four key areas:
1. Search Distribution: Restrict default search agreements, pre-installations, and revenue-sharing deals. Consider separating Chrome, Play, and/or Android from Google. Implement user education programs to promote informed search engine choices.
2. Data Access and Usage: Mandate sharing of Google’s search index, data, algorithms, and AI models. Require transparency in search results, features, and ad ranking signals. Prohibit Google from leveraging non-shareable data due to privacy concerns.
3. Extending Search Monopoly: Limit Google from using contracts to undermine rivals’ access to web content. Allow publisher websites to opt out of AI training or appearing in Google-owned AI products.
4. Advertising Practices: Scale back Google’s advanced advertising products. Explore options for licensing Google’s ad feed separately from search results. Increase transparency for advertisers.
The DoJ’s proposed remedies aim to unfetter markets from Google’s exclusionary conduct and remove barriers to competition. Google responded, calling the proposal radical and warning of negative consequences for American innovation and consumers.
Analysts caution that the remedy is far-reaching and could hinder Google’s position in the broader AI battle. Tech and VC heavyweights have joined the Disrupt 2025 agenda, adding to the complexity of the situation.
