Comment by throwawaythekey

6 days ago

In the context of Google's ad business the fact that chrome is open source has little bearing. Chrome is both massively popular and also a loss leader designed to further entrench Google's ad monopoly. If Chrome were broken off then a competitor in the ads space like Meta could purchase the search traffic instead which would force Google's ad business to be more competitive.

Is Meta or Microsoft buying Chrome a good outcome?

  • Why would either of those two be allowed to buy Chrome. Meta is just as much an ad business and quasi-monopoly as Google is. Microsoft has already been in legal trouble over browsers and is actively trying to recreate Google ad empire.

    Governments are kinda stupid in these cases, but I think Google would be able to argue, if forced to sell, that neither of those two companies would improve the market situation.

    Sell it to Opera, except they're Chinese now. Jon Stephenson von Tetzchner, the co-founder of Opera and CEO of Vivaldi, should buy it, that would be a hilarious outcome.

  • My ideal outcome would be something like:

    1) Chrome is spun out as a standalone entity. Google would originally have full ownership but be forced to sell down over time.

    2) Google buys the Chrome traffic at a fair price

    3) Apple sells their traffic to someone else, potentially an AI search player (Meta??)

    4) MSFT makes a new browser in response to Chrome going closed source

    • > 4) MSFT makes a new browser in response to Chrome going closed source

      Why would they? They can just continue why Chromium/Edge. Presumably the new standalone entity be able to invest as much into Google or even MS.

    • If Apple, Mozilla, and a stand alone Chrome sell search traffic at the fair market price and Google pays the highest price (because they have the best monetization) we're back where we started.

    • > MSFT makes a new browser in response to Chrome going closed source

      Really? Another one after IE, Native Edge, and Chromium Edge? I dont think they really need another one.

      1 reply →

  • IMHO Microsoft yes, Meta no.

    Microsoft wouldn't have a the kind of vertically integrated monopoly where they control both the internet properties and the browser used to access them.

Not really. If Chrome is forked they kill third party cookies and search ads remain king.

Only search has high propensity to buy right there from the interaction. Third party and even meta don't have that.