Google can keep its Chrome browser but will be barred from exclusive contracts

This is an astonishing victory for Google, they must be very happy about it.

They get basically everything they want (keeping it all in the tent), plus a negotiating position on search deals where they can refuse something because they can't do it now.

Quite why the judge is so concerned about the rise of AI factoring in here is beyond me. It's fundamentally an anticompetitive decision.

Feels like judge was looking for any excuse not to apply harsh penalty and since Google brought up AI as competitor, the judge accepted it as acceptable excuse for very minor penalty.

I mean, it’s a legitimate concern. Google is bleeding so hard right now from Gen Z and especially Gen Alpha deciding to use ChatGPT first and foremost when asking questions that Google would’ve answered previously. Whether or not that means they should keep Chrome as a product is up for debate.

Under good Monopoly law, you would remedy the situation that got them to this point, not worry about their future. Chrome + Deals got to them to this point so that's what you unwind. If it causes Google to get weakened and AI finishes them off, that's just creative destruction at work and oh well.

The ease with which a total newcomer was able to steal share from Google is real-world evidence that there wasn't really a monopoly and that Google competitors (Bing, etc.) just sucked and didn't want to spend the money to be better.

You make it sound like some AI company snapped 5% of global search traffic from Google across all devices. What's the actual number ?