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Jonathan Kanter on Perplexity's $34.5 billion bid for Google's Chrome browser
CNBC Television· 2025-08-13 14:30
The Department of Justice, as you mentioned, has requested uh the court require uh Google to devest Chrome. This is a clever move by Perplexity because one of the things that Google is arguing in court is that one, Chrome has no value outside of Google, and two, it would be difficult, if not impossible, to devest the asset. Now, here you have perplexity with 34 billion reasons why uh it has value outside of Google.uh and um if they're willing to buy for $34 billion then um clearly it's an asset that they ca ...
豪掷2475亿元,AI新贵欲“蛇吞象”购谷歌Chrome
21世纪经济报道· 2025-08-13 13:11
Core Viewpoint - Perplexity, an AI search startup, has made a $34.5 billion acquisition offer for Google's Chrome browser, positioning it as a public interest remedy in the ongoing antitrust case against Google [1][3]. Group 1: Acquisition Proposal - Perplexity's acquisition proposal aims to manage Chrome independently, emphasizing public interest as a guiding principle [1]. - The company claims to have backing from several large venture capital firms to support the acquisition, although it has not disclosed the identities of these investors [3]. - Perplexity intends to maintain Google as the default search engine within Chrome if the acquisition is successful [3]. Group 2: Company Background and Growth - Founded in 2022 and headquartered in San Francisco, Perplexity focuses on AI search capabilities, processing approximately 30 million queries daily, with projections to reach 1 billion searches per week by the end of the year [3][4]. - The company has gained attention partly due to endorsements from NVIDIA's founder Jensen Huang, who has publicly praised Perplexity [4]. Group 3: Competitive Landscape - Other potential buyers for Chrome include OpenAI and Yahoo, both of which have expressed interest in acquiring the browser during the antitrust proceedings [4]. - Analysts believe Perplexity's chances of successfully acquiring Chrome are low due to the browser's significant value to Google and the competition from other strong contenders [5]. Group 4: Market Context and Antitrust Issues - Chrome has a global market share of 67.94% and over 3.5 billion users, highlighting its importance in the internet ecosystem [8]. - The U.S. Department of Justice has proposed remedies, including the potential divestiture of Chrome, to address Google's monopolistic practices in the search market [9]. - Google has strongly opposed the divestiture, arguing it would compromise browser security and innovation [10].
谷歌反垄断案上演新剧情,AI新贵欲“蛇吞象”购Chrome
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-13 12:33
Core Viewpoint - Perplexity, an AI search startup, has made a $34.5 billion acquisition offer for Google's Chrome browser, positioning it as a public interest remedy in the ongoing U.S. antitrust case against Google [1][5]. Group 1: Acquisition Proposal - Perplexity's acquisition proposal aims to transfer Chrome to an independent operator, emphasizing public interest as the highest principle [1]. - The company claims to have secured full financial backing from several investors, including large venture capital funds, but has not disclosed their identities [2]. - If the acquisition is successful, Perplexity plans to maintain Google as the default search engine within Chrome while also managing the open-source Chromium project [2]. Group 2: Company Background and Growth - Founded in 2022 and based in San Francisco, Perplexity focuses on AI search capabilities, processing approximately 30 million queries daily, with projections to reach 1 billion weekly searches by the end of the year [2]. - The company has gained attention partly due to endorsements from NVIDIA's founder Jensen Huang, who has publicly praised Perplexity [3]. - Perplexity's valuation reached $18 billion following a $73.6 million Series B funding round in January 2024, with NVIDIA and Amazon as investors [3]. Group 3: Competitive Landscape - Other companies, including OpenAI and Yahoo, have also expressed interest in acquiring Chrome, with OpenAI's representative indicating a willingness to bid if Chrome is separated from Google [3]. - Analysts believe Perplexity's bid may undervalue Chrome, which is critical to Google's business, and view the offer as a strategy to gain publicity for its own browser, Comet [4]. Group 4: Regulatory Context - Chrome has a global market share of 67.94% and over 3.5 billion users, highlighting its significance in the internet ecosystem [6]. - The U.S. Department of Justice has proposed remedies, including the potential divestiture of Chrome, to address Google's monopolistic practices in the search market [7]. - Google has strongly opposed the divestiture, arguing it would compromise browser security and innovation [7].
Jonathan Kanter on Perplexity's bid for Chrome, Musk's threats against Apple and Trump's export tax
CNBC Television· 2025-08-13 12:32
Joining us now with more on the legal landscape for big tech, he's probably laughing. Former assistant attorney general, uh, Jonathan Caner. He is a distinguished law professor for, uh, the Washington University in St.Louis. Great school, great town, and a, uh, CNBC contributor. Welcome again, Jonathan.We usually see you on set. It's great to be here. I'm here in beautiful Stow, Vermont today.Lovely. What do you think of this. What what number one is it is there any possibility that perplexity could could u ...
AI日报丨重仓英伟达!资管巨头贝莱德Q2依然最爱美股“七巨头” ,建仓Circle、eToro
美股研究社· 2025-08-13 11:26
整理 | 美股研究社 在这个快速变 化的时代,人工 智能技术正以前所未有的速度发展,带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势,为您提供深度的行 业 洞察和 价 值 分 析。 A I 快 报 1 . 阿里AI TO C 业务启动近千人招聘。 阿里巴巴集团旗下智能信息事业群启动大规模AI人才招 聘计划,社招与校招总规模近千人。此次招聘聚焦大语言模型、多模态识别与理解、多模态训练 工程以及智能体应用、AI硬件等前沿技术领域,工作地点覆盖北京、上海、杭州、广州等核心城 市。 2. 印度第一家AI独角兽Fractal Analytics Ltd.寻求在IPO中获得490亿印度卢比(折合5.6亿美 元)估值。 该公司计划在IPO中发行128亿卢比新股,包括Quinag Bidco和TPG Fett在内的股东计划出售 362亿卢比现有股份。 3.微软列出最受追捧的Meta AI人才名单。 4.人工智能(AI)初创公司Perplexity宣布: 8月12日向谷歌公司(旗下浏览器Chrome业务) 发出主动收购要约。 已经有多家投资者同意为这笔(潜在)交易提供融资。 5. 报道:谷歌 ...
24小时环球政经要闻全览 | 8月13日
Ge Long Hui· 2025-08-13 10:49
全球主要股票指数 | 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 44458.61 | 483.52 | 1.10% | | | 纳斯达克 | 21681.9 | 296.5 | 1.39% | | | 标普500 | 6445.76 | 72.31 | 1.13% | | | 欧洲斯托克50 | 5335.97 | 4.12 | 0.08% | | | 英国富时100 | 9147.81 гг. | 1 118.1 | 0.20% | | | 法国CAC40 mahul | | 7753.A2.goguda 24.90 m | 0.71% | | | 德国DAX | 24024.78 | -56.56 | -0.23% | | | 俄罗斯RTS | 1174.23 | 2.15 | 0.18% | | TEH | 上证指数 | 3665.92 | 18.37 | 0.50% | | | 深证成指 | 11351.63 | 60.2 | 0.53% | | | 创业板指 | 2409.4 | 29.58 ...
趁火打劫!Perplexity想花345亿美元收购谷歌Chrome
36氪· 2025-08-13 10:22
AI搜索新贵,需要传统浏览器的流量。 以下文章来源于智能涌现 ,作者周鑫雨 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 文 | 周鑫雨 编辑 | 苏建勋 来源| 智能涌现(ID:AIEmergence) 封面来源 | IC photo 一场创业公司对大厂产品的反向收购,罕见地发生在了AI搜索战场。 2025年8月12日,据"华尔街日报"消息,美国AI搜索领域的"顶流"初创公司Perplexity,正在计划全现金收购谷歌的Chrome浏览器,报价高达345亿美元。 这颇有些趁火打劫的味道,这场收购的节点,正踩在谷歌因垄断指控风雨飘摇之时。 2024年8月,谷歌被美国司法部裁定,在搜索市场拥有垄断地位,并被要求出售Chrome。 而这场收购的惊世骇俗之处,在于双方体量的悬殊:一方是成立仅3年的AI新秀,另一方则是市值超2万亿美金的互联网巨头。 目前,Perplexity的估值为180亿美元,但其收购Chrome的报价,接近自身估值的两倍。 这一看似"疯狂"的收购邀约背后,是AI搜索领域的增长焦虑。 2023年以来,传统搜索,就被视作AI冲击的首个场景——AI助手直接整合、总结答案的打法,颠覆了 ...
贝莱德Q2重仓美股“七巨头” 建仓Circle(CRCL.US)、eToro(ETOR.US)
Zhi Tong Cai Jing· 2025-08-13 08:48
Core Insights - BlackRock reported a total market value of $5.25 trillion for its Q2 2025 holdings, up from $4.76 trillion in the previous quarter, reflecting a quarter-over-quarter increase of 0.112% [1][2] - The fund added 265 new stocks, increased holdings in 2,144 stocks, reduced holdings in 2,649 stocks, and completely sold out of 238 stocks during the quarter [1][2] - The top ten holdings accounted for 28.07% of the total market value [1][2] Holdings Overview - The top five holdings included NVIDIA (NVDA) with approximately 1.91 billion shares valued at about $301.73 billion, Microsoft (MSFT) with approximately 582 million shares valued at about $289.28 billion, Apple (AAPL) with approximately 1.15 billion shares valued at about $235.71 billion, Amazon (AMZN) with approximately 713 million shares valued at about $156.39 billion, and Meta (META) with approximately 166 million shares valued at about $122.77 billion [3][4] - The top ten holdings also featured Broadcom (AVGO), Alphabet Class A (GOOGL), Tesla (TSLA), Alphabet Class C (GOOG), and JPMorgan Chase (JPM) [3][4] Trading Activity - The top five purchases by percentage change included NVIDIA, Broadcom, Netflix (NFLX), Amazon, and Tesla [5][6] - The top five sales by value included Procter & Gamble (PG), Visa (V), Chevron (CVX), Merck (MRK), and Thermo Fisher Scientific (TMO) [5][6] - The turnover rate for the portfolio was 8.83%, with a time held for the top 20 holdings averaging 22.3 quarters [2][4]
Perplexity AI offers Google $34.5 bn for Chrome browser
TechXplore· 2025-08-13 07:43
Core Viewpoint - A US judge is expected to decide on whether Google should divest its Chrome browser as part of antitrust proceedings, with Perplexity AI offering $34.5 billion for the browser, which is nearly double its recent valuation of $18 billion [3][4]. Group 1: Antitrust Proceedings - The US government is advocating for Google to sell Chrome to mitigate its dominance in online search, especially as AI technology is enhancing its market position [5]. - Google is contesting the divestment, arguing that it would not promote competition and could harm innovation and user experience [8]. Group 2: Perplexity AI's Offer - Perplexity AI's proposal aims to place Chrome under an independent operator focused on consumer protection and continuity [4]. - Analysts from Baird Equity Research suggest that Perplexity's offer undervalues Chrome and may be a strategy to influence the antitrust case or attract other bidders [6][7]. Group 3: Market Implications - The potential divestiture of Chrome could have significant global implications, as over 80% of its users are outside the US [8]. - The competition landscape is evolving with the rise of generative AI technologies from rivals like Microsoft and ChatGPT, which could impact Chrome's market share [9][10].
Fortnite developer claims win against Apple and Google
TechXplore· 2025-08-13 07:35
Core Points - An Australian court ruled that Apple and Google misused their market power in a dispute with Epic Games, the developer of Fortnite, which was removed from their app platforms in 2020 due to its in-app payment system that bypassed the companies [3][4]. - The court's decision indicates that the dominance of Apple and Google in the app store market reduces competition, potentially leading to higher commission fees for game developers [4]. - Epic Games celebrated the ruling as a victory for developers and consumers in Australia, although the court dismissed claims of unconscionable conduct by Apple and Google [4][5]. Company Responses - A Google spokesperson expressed disagreement with some findings of the court and stated that the company would review the full decision to determine its next steps [5]. - Australian lawyers have initiated a class action lawsuit seeking compensation from Apple and Google on behalf of game users and developers [5]. Industry Impact - The ruling is seen as a significant turning point, emphasizing that powerful corporations must adhere to regulations and respect the rights of consumers and developers [6]. - Fortnite, with hundreds of millions of registered players, remains one of the most popular video games globally, highlighting the importance of this legal battle for the gaming industry [6].