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Yes, my thought was that by breaking everything off from everything else, these silo'd services would suddenly have to compete with the rest of their market at fair terms, instead of being propped up massively by other division(s), and thus would lose marketshare to a multitude of fresh and established competitors.

You are right though, it doesn't deal with the dominance of the search directly. My hope is a complimentary effect to the above also happens: Google no longer gets gobs of personal data from its other services, allowing other search engines to approach its efficacy.

As is clear I'm not really a fan of direct intervention in a single market, I see it as more of a problem when these giants muscle their way and control more and more markets, creating a vicious feedback loop.




> Yes, my thought was that by breaking everything off from everything else, these silo'd services would suddenly have to compete with the rest of their market at fair terms

I think it's instructive to look at the rest of the market. How is Mozilla funded? Basically a single gigantic contract with Google. Even Apple accepts payment from google to become the default, and it's not cheap: https://fortune.com/2018/09/29/google-apple-safari-search-en... The same logic applies to pretty much anything Alphabet spins off -- there's little difference between ownership and those contract.

About the only competition this setup produces is the ability for Mozilla to walk away to a competitor bid, which they did for like a year before bailing out at the first opportunity. There's a huge incumbency bias in these contracts. The first parallel that comes to mind is employer provided health insurance. Everyone gets to bid, but the incumbent knows the claims history far better than the competition and we'd only expect them to lose bids to companies overly optimistic about that history. Google knows how valuable various traffic sources are, but their competitors have to guess, and only when their guess is higher than Google's does it pay off. Does anyone think Yahoo winning Firefox was a good deal? I haven't seen any analysis to support that.

> My hope is a complimentary effect to the above also happens: Google no longer gets gobs of personal data from its other services, allowing other search engines to approach its efficacy.

Wouldn't the most profitable thing for these broken up companies be to sell their slice of the personal data pie as many parties as possible? This seems like a net loss for privacy. How much extra would it be worth to set up an exclusive arrangement?


>You are right though, it doesn't deal with the dominance of the search directly. My hope is a complimentary effect to the above also happens: Google no longer gets gobs of personal data from its other services, allowing other search engines to approach its efficacy.

I'm still not sure how this would work on Apple though, since their main differentiator is their design sensibilities and integration rather than their platform monopolies.

I guess iMessage and the App Store do rely on monopoly rents, but I can't think of any way to sever those links without making the iOS platform less secure.




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