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Motley Fool Money

Google Faces a Potential Breakup

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 22 April 2025

⏱️ 32 minutes

🧾️ Download transcript

Summary

The Department of Justice is asking Alphabet to sell Chrome. (00:21) Jason Moser and Ricky Mulvey discuss: - Why Apple could lose an “easy $20 billion” from Alphabet’s break-up. - General Motor’s big bet on electric vehicles. - Bill Ackman’s hedge fund, Pershing Square, buying a 20% stake in Hertz. Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s. Companies mentioned: GOOG, GOOGL, AAPL, GM, TSLA, HTZ Businessweek feature on GM: https://www.bloomberg.com/news/features/2025-04-14/inside-gm-mary-barra-s-35-billion-bet-on-electric-cars Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Is Google a little too dominant? You're you. Thanks for being here, man.

0:27.8

Well, it was from earlier in the morning, Ricky. I had another media thing I had to do. So I had to actually look presentable, represent the companies, as they say.

0:37.3

I thought you were just starting to take this work a little more seriously.

0:40.3

I'm sorry to hear that it was for someone else.

0:42.5

Well, maybe I will.

0:43.7

Now that you say it, maybe I will.

0:45.4

You're an inspirational guy.

0:47.4

I mean, I take what you say seriously.

0:49.6

Okay.

0:49.9

Well, you're dressed up like you're ready to go to a courtroom.

0:52.2

And you know what?

0:52.8

So is Google, because the next phase of its antitrust case is underway. At the same time, meta having its own

0:59.3

issues with the FTC, but we're going to focus on Google in alphabet for now. Last year, a U.S.

1:04.8

District Judge ruled that Google maintained an illegal monopoly in online search. Now, they're figuring

1:10.8

out what to do about it.

1:12.5

Google pays billions and billions of dollars to be the default search engine on Apple.

1:17.4

And according to the Department of Justice, this helped make the company a monopoly in online search.

1:22.5

So now, what do you do?

1:24.4

Well, the DOJ has some asks.

1:27.2

Number one, sell Chrome. Number two, terminate the

1:31.1

default search engine agreements with companies including Apple and also give data to competitors.

1:38.0

It's a whole lot of setup, JMO. But what does this mean for Alphabet if the Department of Justice

...

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