For emerging AI companies like OpenAI and Perplexity, the Google antitrust verdict is a profoundly mixed blessing. On one hand, their very existence helped save Google from being broken up. On the other, the ruling leaves the search giant largely intact, ensuring they still face a formidable, entrenched competitor.
Judge Amit Mehta’s ruling was an explicit nod to the power of their technology. He cited the growth of generative AI as the primary reason a structural remedy like selling Chrome was unnecessary. In this sense, the AI industry scored a conceptual victory, having been recognized by the U.S. judiciary as the next major wave of technological competition.
The tangible win for these companies comes from the remedies. The judge’s order for Google to share search data could be a massive boon, providing the high-quality information needed to train and refine their AI models, potentially accelerating their ability to compete with Google’s core business.
Yet, the victory feels hollow to some. The ruling allows Google to continue its multi-billion dollar payments to Apple, a practice that entrenches its default position and makes it harder for any new technology—AI included—to gain a foothold. The AI challengers helped prevent a breakup, but now must fight a giant that was spared because of them.