Comment by fooey

6 days ago

The full circle of course is MS will end up acquiring it.

This is surely the only real possibility, and puts Edge's shift to Chromium in a new light; could MS have predicted/lobbied for this push?

  • If this actually happens, I think it would turn perception of Nadella from good CEO that got lucky with OpenAI to a certified shadow master that's playing chess while everyone else is playing checkers.

  • I'm pretty sure M$ just shifted to edge because they didn't want to invest the money into catching up with chromium, since explorer was a pile of shit and was losing anyway

  • How is this the only possibility? What about Opera or something?

    • "Opera or somethings" tend to be too small. E.g. Google paid 20 billion just to be the default search in Safari, i.e. for a default seat in a significantly less popular browser. Opera's total assets are ~1 billion.

      But say it was forced to sell for peanuts because any large company proposal was denied by antitrust review itself, a forced sale of a US company's business to a non-US company under ownership by Chinese investors would likely not be allowed go through in the current environment either. Maybe some other "or something" at this point but it feels a bit like asking for a wildcard play from a very methodical and slow process.

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Then MS is such a giant that it will have to sell it after some time

  • Nah, MS doesn't own search, ads, email and half the rest of the internet.

    • MS owns bing. Which isn’t anywhere near as popular but still exists and is large. And effectively owns the profits from ChatGPT’s growing foray into search. Basically every Google competitor uses the bing index under the hood.

      MS owns an ad network that brings in ~$10Bn a year. Much smaller than Google, but certainly nothing to ignore.

      MS owns outlook/hotmail which is wildly popular.

      Does Microsoft own “half the internet”? No but neither did Google. Microsoft does own Windows which is a (already sued) monopoly touch point similar to Android. They own a browser. They own a cloud platform that profits from a growing internet. They own plenty of consumer facing properties and should not be written off in monopoly or antitrust discussions.

      Personally, I don’t know if I agree with the idea of spinning off Chrome (but I know Googlers so I may be biased), but I understand the appeal on paper.

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