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NYTimes
110 days

How Google's Antitrust Case Could Upend the A.I. Race

1. A federal judge ruled Google as a monopolist in internet search. 2. The focus of hearings has shifted to Google's role in A.I. 3. Google is discussing expansion of its A.I. chatbot, Gemini. 4. Rival A.I. companies view Google's power as an obstacle. 5. The outcome may determine Google's future dominance in A.I.

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Why Bullish?

Google’s potential expansion into A.I. may enhance growth. Historical examples include Google’s Cloud traction after A.I. advancements.

How important is it?

The article discusses significant legal challenges and growth avenues for Google's A.I. strategy, impacting investor sentiment.

Why Long Term?

Antitrust decisions can reshape market dynamics over multiple years, affecting Google's A.I. strategies and thus its market position.

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