Jason Kint Profile picture
Sep 6 14 tweets 5 min read Read on X
OK all ye people depressed Judge Mehta didn't order Google broken into bits this week. I'm here to cheer you up. DOJ has its other remedies trial in 16 days and just posted its PFJ (Proposed Final Remedies) now 60+ pages of brilliant detail. Let me walk you through key terms. /1 Image
This is the 2023 US v Google adtech win - the one DCN and its premium publishers have long been much more deep and focused on. Here’s what it means for publishers of all types - and why it will be a massive win for the open web if Judge Brinkema signs on (I believe she will). /2 Image
First, clear structural remedies. Google must divest AdX, its ad exchange, w/in 2yrs and likely DFP, its publisher ad server. No more vertical ad stack monopoly with interest conflicts. This would finally decouple tools Google can use to rig auctions and suppress pub revenues. /3 Image
While divestiture is underway, Google is banned from:
* Self-preferencing its own tools
* Tying/bundling AdX + DFP
* Discriminating in routing bids
* Reinstituting its illegal conduct (Google is fighting basically just to do only this term) /4 Image
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Disgorgement. Super important. Call it a DCN special - but for all pubs. Google must put 50% of its net revenue from AdX and DFP into a court-monitored escrow starting 4/17/25 to:
* support pubs' ops while moving off DFP
* fund neutral industry-run open-source ad auction /5 Image
Google is required to open-source the code behind its ad auctions. Publishers get visibility and a new foundation for transparent auctions as confidence the auctions are only working for them in selling all of their inventory types. /6
Google can’t use its privileged access to publisher/ad buyer data to reinforce its adtech dominance. It must separate, silo, and restrict usage - especially critical as AI training models feed off of this data. /7
So effectively, if the Court agrees, DOJ here will:
* unwind two illegal Google monopolies
* empower better adtech options for publishers
* disgorge G to fund a more competitive ecosystem
* end 10+ yrs of opaque, self-dealing auctions /8
And finally, those who helped shine sunlight on all of Google's abuses over the last decade to the critical moment of these trials will be able to go back to their day lives without retaliation from Google. Note: no publishers testified in the search remedies. Hmmm. /9 Image
But wait, what is Google's side of story as they also just posted their 25 pages. Google states (this is news by the way)
"the open web is already in rapid decline"
which IMHO is a pretty rich claim considering Google has dominated distribution, design, monetization of it. /10 Image
Google also claims AI has changed everything since this case was brought. This is Google's "jazz hands" that succeeded in the Search case (5yrs). But this case was filed 2yrs ago. WTF. Google claims we have "entirely new enormously popular publishers, such as AI chatbots" !!!
/11 Image
For those ready to dive into the full 61 pages, here you go. Sorry I can't easily post my highlighted version. And for the good people of the E.U., this is where you need to go. Step up to the plate, we need you. Keep at it, @Teresaribera. 🙏 storage.courtlistener.com/recap/gov.usco…
A tip to a big showdown. Google is attempting to argue divestiture isn't feasible using employee witnesses who worked on feasibility studies it wants to keep out of evidence. But Google's prior evidence purging record may well bite again. Hi Kent. /13 storage.courtlistener.com/recap/gov.usco…Image
One of those employee witnesses is Tim Craycroft. It appears Google counsel shut down some of his answering on this matter. Craycroft worked at Amazon for a long time so I find him very interesting as a witness here. /14 Image

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More from @jason_kint

Sep 5
All eyes at Google on streaming NFL game tonight but Google Inc and its many monopolies have had quite the week. I’ve been absorbing on this end, some quick Friday thoughts on things missed. Bad news certainly for the public, and also DCN members, in US v Google Search case. /1
Judge Mehta said "no thanks" to helping publishers - because he said no pubs testified. Maybe that’s what retaliation fear looks like??? He also noted the unlawful conduct was about distribution deals, not deals with publishers. More on that in a minute. /2
Despite Mehta finding Google illegally maintained its 95%+ search monopoly with browser deals, he also said it’s OK for Google to keep owning Chrome - the world’s biggest browser - so they can keep paying everyone else and free riding on their own browser. All bad here. /3
Read 13 tweets
Jul 17
Woah. Facebook just settled immediately before board members Andreessen, Thiel, Zuckerberg, Desmond-Hellman, and Sheryl Sandberg were set to testify as to who knew what and when…depriving public of any accountability and facts in courtroom from board and officer comms. 1/3
Counter to Facebook lawyers framing yesterday, the DC AG suit isn’t dead (awaiting DC Circuit from 1/30 hearing), and NdCal shareholder suit also still alive. This is the closest to
Courtroom testimony after about $8B+ in settlements. 2/3
Credit to Reuters, Delaware Online who I saw actually showed up to cover. It’s likely why Facebook, Zuckerberg and its board, let this one get so close. But the grid. But today things were likely to get very very hot. 3/3
Read 5 tweets
Jul 15
News cycles. News cycles. What I called the "mother of all lawsuits" for Facebook in 2021 goes to trial TOMORROW. Zuckerberg, Marc Andreessen, Sheryl Sandberg, Peter Thiel, other board members expected to testify live as to who knew what and when in its largest scandal ever. /1 Image
Meanwhile, Zuckerberg and Facebook comms have successfully flooded the zone with AI-hype and exclusive CEO interviews mostly distracting the press away from a trial on how they leveraged, and allegedly abused, personal data to drive a decade of massive growth in mobile share. /2
The case involves allegations the board broke its loyalty to company (and Zuckerberg insider traded on stock) after Facebook had been long violating its FTC consent decree and other privacy laws - all covered up by nearly $8 billion in settlements ($5B alone with the FTC). /3 Image
Read 10 tweets
Jun 17
Woah. Exhibit list just posted for Facebook trial in DE starting in a few weeks. We finally have confirmation Sheryl Sandberg was deposed by the SEC - one week prior to Zuckerberg which also kept secret until a lawsuit unsealed it. Sandberg was also sanctioned in this case. /1 Image
This matters as it gets at Who Knew What When at FB ahead of the world finding out its platform was leaking personal data for years. Zuckerberg was dodgy at best under oath to Congress, FB responses to Parliaments focused on 2018 news. But exhibits include Jan 2017 MZ emails. /2 Image
The DE lawsuit claims Facebook's $5 billion record settlement was inflated in order to protect its CEO, Zuckerberg, and also includes (civil) insider trading claims. Zuckerberg was ordered to sit for multiple day depo this year, will have to testify live. /3 Image
Read 20 tweets
Jun 15
Scanning front pages across America this morning. Still today, the local A1 best captures the biggest story of the day. The majors from NY to LA to Detroit to even Arkansas. /1 Image
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From Washington DC all of the way up to the major newspapers in Alaska… the No Kings protest images are everywhere capturing the moment. /2 Image
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All of them capture peaceful protest, democracy in action, and what America is all about at a time when social media algorithms may distort what the day was all about. Illinois to Colorado. /3 Image
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Read 11 tweets
Jun 10
Incredible work being done by the press to keep facts building on facts. Grateful. This entire WSJ report overnight starting with this lede on how White House orders sparked LA crackdown is both chilling and informative. /1 Image
This statement. “We came to the United States for protection of what we encountered in Russia. It seems that we are encountering here what we fled.” /2 Image
WSJ separating out cases of targeting groups who have not committed crimes but even noting here incredible resources being used against what appears to be clear, First Amendment protected activity alerted the community. Here is the must-read report. /3 wsj.com/us-news/protes…Image
Read 6 tweets

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