ilmscore | Google & Meta on Trial: Could Big Tech Really Be Broken Up?

Google & Meta on Trial: Could Big Tech Really Be Broken Up?

Published: 2025-05-06
Status: Available | Analyzed

Predictions from this Video

Total: 12
Correct: 0
Incorrect: 0
Pending: 12
Unrated: 0
Prediction
Topic
Status
The antitrust case against Amazon is expected to go to trial in late 2025 or 2026.
"The case is in pre-trial stage and is expected to go to trial at the end of 2025 or in 2026"
Amazon Antitrust Case
Pending
The author believes it is unlikely that the antitrust case against Meta will result in a breakup.
"the FTC's case against Meta has no dead bodies to help back it up Microsoft cut the market leader out of its own market with clear implications for consumer choice But it'll be harder to demonstrate consumer harm done by Facebook acquiring a company it expects to emerge as a competitor in the future Indeed the case against Meta was initially thrown out by the judge based on a lack of facts and later allowed to go ahead only in a revised form The same judge also indicated to the FTC that it will be fighting an uphill battle on this one and at the moment we tend to agree We therefore think it's unlikely that this particular case will lead to a breakup of Meta"
Meta Antitrust Case
Pending
Google may proactively separate its ad network, Chrome, and Android to avoid further legal action.
"there have even been suggestions that Google might proactively separate its ad network Chrome and maybe even Android to preempt further legal action"
Google Antitrust Case
Pending
If Google is broken up, it is likely not to be the last such action taken against a tech company.
"But if a breakup does happen it likely won't be the last"
Google Antitrust Case Outcome
Pending
Antitrust cases against Google are expected to take years to resolve.
"But these cases will take years to be resolved"
Google Antitrust Case Timeline
Pending
The antitrust case against Amazon is expected to go to trial in late 2025 or 2026.
"The case is in pre-trial stage and is expected to go to trial at the end of 2025 or in 2026"
AMZN
Pending
The FTC's case against Meta is unlikely to result in a breakup due to a lack of clear consumer harm evidence.
"The FTC's case against Meta has no dead bodies to help back it up"
META
Pending
The speaker believes a breakup of Meta as a result of the current antitrust case is unlikely.
"We therefore think it's unlikely that this particular case will lead to a breakup of Meta"
META
Pending
Any remedy or breakup of Google due to antitrust actions could take years to implement due to the complexity of its business structure.
"However any final remedy may not be implemented for years due to the complexity of targeting specific components of the software ecosystem that forms Google's business"
GOOGL
Pending
A breakup of Google could be bullish for the company and similar breakups could follow, potentially unlocking shareholder value.
"But if a breakup does happen it likely won't be the last And if a cascade of breakups takes place it could in fact be bullish for the companies involved"
GOOGL
Pending
Deep Water Asset Management believes that Google's assets like YouTube and Whimo might be undervalued and could unlock significant shareholder value if separated.
"This is based on the idea that company assets like YouTube and Whimo which analysts don't typically try to value independently may be worth more than they're currently priced at under the Google or if you like Alphabet umbrella"
GOOGL
Pending
A Supreme Court ruling on presidential control over independent agencies could lead to the removal of Fed Chairman Jerome Powell, impacting monetary policy and the crypto market.
"The way things are going one of these cases could end up in the Supreme Court which should have the final word over whether presidents can in fact do this If the court says yay then Fed Chairman Jerome Powell could be toast with significant consequences for monetary policy and therefore for crypto"
Federal Reserve Control
Pending