Dina Srinivasan Profile picture
Aug 27, 2019 5 tweets 2 min read Read on X
Few antitrust thoughts on this thread from @random_walker @jonathanmayer -
1/5 The level of Google tracking now reflects a monopoly rent imposed on consumers. Consumer preference studies show this; I outline it for parallel FB tracking here scholarship.law.berkeley.edu/bblj/vol16/iss…
2/5 Several reports show that Google makes YouTube content creator tools inaccessible to users that are not also using Google’s Chrome browser. In other words, Google is using its power in online video to force users to use Chrome.
3/5 Side note, marketers can’t buy YouTube ads unless they also buy it using Google ad buying software. This is akin to a company not selling its stock unless a buyer also uses its owned brokerage to do so.
4/5 Back to Chrome ... Chrome imposes this tracking monopoly rent. Google then shares tracking data from Chrome with Google Ads - but not other advertising intermediaries. This allows Google to continue gaining market share in online advertising ...
5/5 Google has about a dozen products with 50+ to 90+% market share. Most of their power was built by leveraging Search first. Then the leveraging continued to domino.

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More from @DinaSrinivasan

Jan 8, 2021
Expanding on this idea.

Look, not long ago, credit card firms robbed consumers by burying rates and terms in long contracts that people don't read or understand. We passed a bunch of legislation to stop these abuses. TIL, etc.

Today, the new valuable property asset is data. 1/
Now we have the same trick, new industry.

Exploding growth and wealth in a few digital firms is a result of those firms playing the same hand: bury data costs and terms in long contracts that people don't read or understand. 2/
While we wait for our federal government to take action, the private market has been trying to close the gap.

Apple, for example, trying to force apps to properly disclose data costs.

Here is an example of how Apple updates will compare data costs of messaging apps /3
Read 8 tweets
Sep 27, 2019
Ok, I’m going to unpack this attempt to dismiss market power concerns over Google and Facebook.
1/ “Bytes” is a wholely irrelevant metric and anyone on the business side wouldn’t even know what you are talking about.
2/ % of referrals is relevant because it is pointing out that two companies control a large % of business that comes through their door.
Read 7 tweets

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