The Information's TITV TikTok’s Shocking $14B Valuation, Google Antitrust Case, $10B Enigma of Mira Murati | Sep 26, 2025
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Sep 26, 2025 Join Catherine Perloff, an advertising reporter at The Information, as she unpacks the intriguing developments in the Google antitrust case, discussing the implications of a potential breakup on the ad market. Steve LeVine, the electric-vehicles correspondent, sheds light on the Trump administration's strategy to invest in critical minerals and how it may impact the EV supply chain. They also delve into the mysterious $10 billion startup by Mira Murati, exploring its ambitious goals and the factors drawing significant investor interest.
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Breakup Versus Behavioral Fixes In Google Case
- The government seeks a structural remedy: selling Google's publisher-facing ad tech, while Google wants behavioral fixes instead.
- The judge is actively questioning whether a breakup will help or hurt a shrinking web-ad market.
Judge Questions Net Effect Of A Breakup
- The judge raised concerns that forcing a breakup could shrink investment or accelerate market decline if publishers shift platforms.
- She also floated unconventional alternatives like closing products in favor of open-source solutions, showing creative judicial thinking.
Technical Feasibility Hinges On Source Code
- Google previously explored spinning out ad tech by selling contracts but keeping underlying code, which the government found insufficient.
- The core contention is whether the technology stack must be transferred or merely recreated by buyers.