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Big Tech Takes Advantage Of Trump’s Whims

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The proposed U.S. defense budget for 2025 is $1 trillion — equivalent to Spain’s GDP. The first companies to bid for (and win) public defense contracts were Palantir and Anduril, Silicon Valley tech firms whose names have echoes of The Lord of the Rings. When fighter jets patrol Washington’s airspace following Trump-ordered strikes on Iran’s nuclear facilities, it’s a timely reminder that wars today are more high-tech than ever.

The U.S. tech sector has always been deeply intertwined with defense. During the campaign, Trump sowed doubts about whether this tradition would continue, given his anti-war rhetoric and his criticisms of both Bush and Obama over the Iraq and Afghanistan wars. The U.S. withdrawal from Afghanistan — handled by Biden — was as ignominious as it was poorly managed. Far worse than the fall of Saigon in 1975, despite Biden’s promises to the contrary.

Leon Panetta, Obama’s Secretary of Defense, defended Trump’s decision to attack Iran in an interview on CNN with Wolf Blitzer: “The U.S. didn’t have any alternative.” The tech sector doesn’t see things in black and white; it looks for opportunity in the gray area, the natural habitat of Silicon Valley since Trump became president.

The heads of major tech companies attended Trump’s inauguration, hoping to reap the benefits of a closer relationship with a president they had rejected in 2016 and 2020. Not in 2024–25, though, with Elon Musk (Tesla, Neuralink, X, xAI, SpaceX) a leading figure in Trump’s cabinet. Mark Zuckerberg (Meta) declared himself more Trumpist than Trump. And Jeff Bezos (Amazon), Sundar Pichai (Alphabet), Satya Nadella (Microsoft), Tim Cook (Apple), Jensen Huang (Nvidia), Lisa Su (AMD), and many others accompanied Trump on his trip to the Middle East (UAE, Saudi Arabia, Qatar), where they signed $200 billion worth of AI contracts — data centers, infrastructure, and chips.

On January 23, Stargate Venture announced its first data center in Texas — a partnership between Oracle (Larry Ellison), SoftBank (Masayoshi Son), and OpenAI (Sam Altman). The day after Trump’s inauguration, they pledged — along with Nividia, Apple and other firms — to invest half a trillion dollars in AI infrastructure.

These promised investments allowed Trump to boast about the MAGA victory and the return of manufacturing to the U.S. Then came Trump’s first bomb: tariffs, in April. The second bomb came in the early hours of Sunday, June 22: 16 strikes on three Iranian nuclear sites (Natanz, Fordow, and Isfahan). The tech sector weathered the first well and is fairly optimistic about the second.

By the end of the first half of the year, U.S. tech companies reported stellar earnings: 90% of the S&P 500 and Nasdaq firms increased profits by an average of 13%. The Magnificent 7 fared even better: Microsoft, Amazon, Alphabet (Google), Nvidia, Meta, and Apple all broke records. Tesla, however — while Elon Musk was missing in action, cutting costs in government contracts — experienced the worst half-year in its history. The end of EV subsidies was the last straw in the Trump–Musk relationship. The two have gone from allies of convenience to brief enemies, and are now estranged. Musk is returning to focus on his businesses.

Despite tariffs, uncertainty, and Trump’s policy flip-flops, Microsoft, Amazon, and Alphabet posted major gains, driven by two revenue streams: cloud computing (Azure, AWS, Google Cloud) and their legacy businesses — software, retail e-commerce, and online advertising. Similarly, Meta and Google-YouTube benefited from advertising on social platforms, and Apple from iPhone sales. Market perceptions diverged not because analyst expectations weren’t met — they were exceeded — but because of varying future outlooks.

Microsoft, Alphabet, and Meta raised their forecasts for the year and announced further AI infrastructure investments: on average, each firm will invest $75 billion this year. Their stocks rose. In contrast, Andy Jassy (Amazon) and Tim Cook (Apple) hesitated to make forecasts, citing the usual factors: “uncertainty, volatility, supply chains, tariffs, China,” etc. Despite strong Q1 and Q2 results, this lack of forward guidance weighed on their stock performance. Nvidia, the last to report, posted dazzling results and such bullish forecasts that it lifted the entire tech sector.

Trump has opened the Pentagon’s purse to Silicon Valley. Cisco and Salesforce have secured lucrative government contracts. Biden’s AI restrictions have been lifted, and cryptocurrencies, NFTs, and other speculative ventures — openly benefiting the president’s family — now face no regulatory barriers.

Secretary of State Marco Rubio has not hidden his discontent with the Iran strike, which leaves no room for diplomacy. Secretary of Defense Pete Hegseth doesn’t think too hard — he just repeats the president’s talking points. Vice President J.D. Vance, formerly of Palantir, simply smiles — perhaps recalling the words of film director and Vietnam vet Oliver Stone: “Wars can be very profitable for certain companies.”

Jorge Díaz-Cardiel is managing partner at Advice Strategic Consultants and author of Hillary vs Trump

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Eccentrics And Visionaries: The 15 Tech Bros Who Rule The World

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They are some of the richest men in the world, but above all, they are the most powerful and controversial. Their companies and products — from Meta and Amazon to TikTok and Nvidia — set the pace of a society fueled by technological innovation and glued to screens.

Mark Zuckerberg

(White Plains, New York, U.S., 41 years old)
CEO of Meta Platforms

He founded Facebook in 2004 in a Harvard dorm room and has since dominated the social lives of more than a quarter of the world’s population. Through algorithms, he influences their tastes and moods. His operation was sealed with the acquisitions of Instagram (2012) and WhatsApp (2014). He tried to buy Snapchat, but when its owner resisted, he shamelessly copied it, filling Instagram with filters that add dog ears and cat noses. When TikTok burst onto our screens with its voracious algorithm and addictive short videos, Zuckerberg “took inspiration” and created Instagram Reels.

His fortune, according to the Bloomberg Billionaires Index, stands at $236 billion. In October 2024, he became the third-richest person in the world. Today, he is betting big on augmented reality and artificial intelligence.

He continues to meddle in our social lives; recently, he said Americans were unhappy because, on average, they had only three friends, while science suggests the optimal number for near happiness is 15. Following this, he announced plans to address this shortfall with synthetic friends — capable of giving love and companionship — with a huge advantage over human friends: they never get tired and continuously adapt to fit in. What could possibly go wrong?

Since his Harvard days, his self-image has grown alongside his fortune. At Meta’s 2024 conference, he revealed himself as an obsessive fan of the Roman Empire and appeared wearing a black T-shirt that read “Aut Zuck Aut Nihl” (Zuck or nothing), his take on the Latin phrase “Caesar or nothing.”

He has three children with pediatrician Priscilla Chan, his lifelong partner and wife, and has built a luxury bunker in Hawaii.

Zhang Yiming

(Yongding, China, 42 years old)
Founder of ByteDance (parent company of TikTok and Douyin, the Chinese version of TikTok)

Even his name, Zhang Yiming, heralds arrival and light. According to the South China Morning Post, it is inspired by the old proverb: “Surprising everyone with a first attempt.” The creator of TikTok is the richest person in China, with a fortune that reached 350 billion yuan (approximately $49.15 billion) by the end of 2024. He has changed the rules of global entertainment, shortened our attention span, and tested our tolerance for novelty and constant dopamine hits.

His first product was Toutiao, a news aggregator, and in 2016 he launched Douyin, the Chinese version of TikTok. In 2021, he stepped down as CEO of ByteDance, but still holds 22% of its shares. His employees — even those who no longer work for him — speak of his skill in exercising soft power. He is an avid reader of biographies and savvy enough to avoid conflicts with the Chinese Communist Party. He is married to a classmate whom he used to help with computer problems.

Tim Cook

(Mobile, U.S., 64 years old)
CEO of Apple

Tim Cook faces two main challenges in his legacy: not being part of Apple’s founding myth and stepping into the shoes of Steve Jobs, a Silicon Valley legend. His strategy has been to maintain a low profile and show great adaptability navigating successive waves of woke and conservative cultures. The one thing he has firmly embraced is being the first openly gay tech magnate.

Behind the scenes, Cook replaced Jobs’s micromanagement style with a more collaborative approach. Between 2011 and 2020, he doubled the company’s profits. In recent years, he has quietly implemented a strategy to shift iPhone manufacturing from China to India.

He was a generous donor to the presidential campaigns of Barack Obama and Hillary Clinton, and also donated $1 million to Donald Trump’s 2025 campaign.

An enthusiast of fitness, hiking, and cycling, Cook’s net worth is estimated at $2.2 billion. He does not have a publicly confirmed partner.

Sam Altman

(Chicago, United States, 40 years old)
CEO of OpenAI

Perhaps the best-known face in the artificial intelligence industry thanks to ChatGPT, which now boasts 800 million weekly active users — about 10% of the world’s population. In May 2023, he testified before the U.S. Congress calling for regulation of AI — a debate that two years later seems stalled with little actual regulation.

He quietly entered the ranks of the ultra-wealthy — his salary is around $65,000 plus bonuses and stock — but according to a Wall Street Journal investigation, his net worth of over $2.8 billion comes from investments in third-party companies like Airbnb, Soylent, and Pinterest.

Since January 2024, he has been married to Oliver Mulherin, an Australian AI engineer. “My kids will never be smarter than AI,” Altman said recently on his company’s official podcast. He added that for future generations, it won’t be a problem to be the least intelligent in the room: “They will use it incredibly naturally and look back at this like a very prehistoric time period.” Altman believes in artificial intelligence so deeply that he even relies on its guidance to care for his baby and manage his anxieties as a first-time father.

Unlike some other geniuses on this list, Altman is not lacking in social skills. Those who know him call Altman “a monster of empathy.” Karen Hao, the author of the book Empire of AI, explains: “What I realized over time talking with so many people, some of whom love him, some of whom hate him, is that if you believe or if you align with his view of the world and his vision […] he is the greatest asset ever to have in your corner. He will persuade whoever needs to be persuaded.”

Jeff Bezos

(Albuquerque, United States, 61 years old)
Founder and CEO of Amazon. Owner of Blue Origin and The Washington Post

A seasoned Silicon Valley oligarch, Jeff Bezos founded Amazon in 1994 after graduating from Princeton University and working on Wall Street. Amazon has since monopolized online retail, reshaping consumer habits and the business landscape. As a bright child, Bezos once dismantled his crib with a screwdriver to show his parents he wanted to sleep in a bed.

His dream has always been to orbit the Earth with a network of hotels and theme parks — a childhood fantasy he’s working to realize through Blue Origin, a space exploration company he launched in 2000 to develop commercial spacecraft. Bezos’s interplanetary ambitions also explain his recent reconciliation with Donald Trump, after years of bitter public disputes.

His fortune is estimated at over $200 billion, with experts calculating that he would have to spend a million dollars a day for 548 years to go broke. After an expensive divorce from his first wife, MacKenzie Scott, Bezos has found love again with Lauren Sánchez. He has four children from his first marriage.

Sundar Pichai

(Madurai, India, 53 years old)
CEO of Google and Alphabet

Sundar Pichai is the highest-ranking tech professional of Indian origin in the elite technology world. He is the mastermind behind the success of Google Drive and Google Chrome. Since becoming CEO in 2015, Google’s stock value has increased by more than 400%, fueled by advances in cloud computing and artificial intelligence.

His childhood was challenging. Pichai grew up with his parents and brother in a small apartment without a TV and sometimes without running water. He studied Metallurgical Engineering at the Indian Institute of Technology in Kharagpur, where he earned scholarships to attend Stanford University and the University of Pennsylvania.

Pichai has kept a low public profile, making his attendance at Trump’s inauguration — and even more so his visit to Mar-a-Lago — quite surprising. So far, his company remains the only major tech firm that is resisting the reactionary trend of rolling back diversity hiring initiatives.

He is married to Anjali Pichai, and they have two children.

Elon Musk

(Pretoria, South Africa, 53 years old)
CEO of Tesla, founder of SpaceX, co-founder of Neuralink, and owner of X

After a brief but intense political stint as head of Department of Government Efficiency (DOGE), Musk returned to his companies with a few million dollars less, a new adversary — Donald Trump — and mounting pressure from shareholders, especially those of Tesla, who witnessed the world’s most coveted car become a fascist symbol in less than five months.

Nonetheless, he remains the richest man in the world, with Forbes estimating his net worth at $424 billion as of May 2025. Musk holds three citizenships: South African, Canadian, and American. He learned to program at age 10 and designed a video game at 12. His first fortune came from the sale of PayPal, which he co-founded and where he was the largest shareholder. Since then, he has pursued his obsessions — one of them being traveling to Mars — through SpaceX.

He invested some of his fortune to create Tesla and Neuralink, a company aiming, in Musk’s words, to “achieve a symbiosis” between the human brain and artificial intelligence to remain relevant in a future dominated by intelligent machines.

Months before Donald Trump’s candidacy, Musk bought Twitter for several million above its value and entered its San Francisco headquarters carrying a bathroom sink, announcing the “cleanup” that followed days later. He laid off 80% of employees, rebranded the platform as X, and changed the algorithm to favor extreme creators.

Musk has at least 14 children, three divorces, and several partners, including actress Amber Heard. Bullied as a child, he told journalist Neil Strauss: “Going to sleep alone kills me.”

Liang Wenfeng

(Wuchuan, China, 40 years old)
Founder of DeepSeek

A complete unknown until January 20, when he shook the stock markets with DeepSeek, a Chinese-origin chatbot that displaced ChatGPT as the most downloaded free app in the United States. This catapulted him to billionaire status and caused Nvidia’s stock to plunge by 17% — all within 24 hours.

The platform has been presented as a low-cost alternative to ChatGPT, built with reportedly one-third of the budget of its competitors. Since 2021, Liang had been quietly accumulating Nvidia chips (between 10,000 and 50,000, according to MIT Technology Review) for an anonymous project, just before the U.S. restricted sales to China.

Little is known about this electronics engineer from southern China, who graduated from Zhejiang University. Discreet and somewhat scruffy, those who have worked with him describe him more as a “geek than a boss.” He has experience in finance and is the CEO of High-Flyer, a company that uses AI to make investment decisions. It’s said he pays the highest salaries in the AI industry — and that’s saying a lot.

Reed Hastings

(Boston, U.S., 64 years old)
Co-founder and CEO of Netflix

Legend has it that after paying a $40 late fee for returning a video rental, Reed Hastings co-founded Netflix with Marc Randolph. His partner, however, offers a different story, saying the platform was born from the idea of creating “an Amazon of something.” It was 1998.

Before Netflix, Hastings spent a year teaching in Swaziland with the U.S. Peace Corps and another year selling vacuum cleaners door-to-door.

Hastings is a magnate with a strong philanthropic profile. Recently, he donated $50 million to his alma mater, Bowdoin College (Maine), where he graduated in Mathematics in 1983. The donation funds the Hastings Initiative, which studies the risks and benefits of AI from a humanistic perspective.
He is the architect behind Netflix’s successful aging, integrating AI into the platform to optimize streaming and recommendations—a strategy crucial to the company’s growth. His net worth exceeds $2 billion. He is married to Patricia Quillin, and they have two children together.

He is the architect behind Netflix’s continued success, integrating AI into the platform to optimize streaming and recommendations — a strategy crucial to the company’s growth. His net worth exceeds $2 billion. He is married to Patricia Quillin, and they have two children together.

Peter Thiel

(Frankfurt, Germany, 57 years old)
Co-founder of PayPal and Palantir

He is the prophet of technocapitalism. Thiel graduated in Law from Stanford University. He co-founded PayPal with Elon Musk, took it public, and sold it to eBay in 2002 for $1.5 billion. In 2004, he became one of Facebook’s early investors. He also co-founded Palantir, a company that provides software to the Pentagon — a commercial relationship that has reinforced one of his core libertarian ideas: the state ceases to be an obstacle when it becomes a client. According to Forbes, his net worth is around $20.9 billion.

Currently, his investments focus on longevity. He supports experiments led by English gerontologist Aubrey de Grey (who wears a bracelet with instructions on how to cryopreserve his body upon death) and is one of the backers of the trials at Próspera, on the Honduran island of Roatán, where he himself receives follistatin injections to increase red blood cells and muscle mass.

René Girard, author of the theory of mimetic desire, is his philosophical guide: “Man is the creature who does not know what to desire, and he turns to others in order to make up his mind. We desire what others desire because we imitate their desires.” This is the theoretical foundation of “likes” on social media.

Son of German immigrants, Thiel has been a key supporter of U.S. Vice President J.D. Vance, and has helped unify the oligarchy around the new administration. Journalist Max Chafkin, author of The Contrarian, an unauthorized biography of Thiel, describes him as “a dangerous guy,” a defender of “strange and new ideas” because, he insists, that is what the future demands.

Since 2017, he has been married to Matt Danzeisen, a portfolio manager at Thiel Capital.

Daniel Ek

(Stockholm, Sweden, 42)
Founder of Spotify

The Swedish tech millionaire has forever changed the music industry, creating some winners but many losers along the way. At the very least, he got a lot of people to start paying for music again. He started his first business at 14, designing websites from his bedroom. At 16, he applied for a job at Google but was rejected because he was underage. Frustrated and angry, he decided to compete by creating his own search engine, which he launched online unfinished and as open source so more experienced developers could help finish it.

The idea for Spotify came to him in 2022 after Napster shut down, as illegal music download sites began to spread. Ek realized there was only one way to fight piracy: create something better than piracy itself, one that fairly compensates creators. That’s how Spotify was born in 2008, one of the few platforms that reached the U.S. long after becoming popular in Europe. In 2016, he married Sofia Levander, his lifelong partner, and they have two children. In 2017, Billboard named him the most powerful person in the music industry.

Shou Zi Chew

(Singapore, 42 years old)
CEO of TikTok

The discreet and low-profile successor to Zhang Yiming has found himself at the center of controversy over concerns about TikTok’s impact on the mental health of young people. Hardly anyone had seen his face until he was called to testify before the U.S. House of Representatives about the app’s data privacy and security practices and allegations of alleged ties to the Beijing government.

On at least one occasion, he had to insist that he is not Chinese but Singaporean. Despite his efforts, Trump signed an executive order to ban TikTok, although he has continued to extend the deadline for its sale. Perhaps for this reason, the tech leader was also seen at Trump’s presidential inauguration.

He has studied internationally, attending universities in London and the United States. Little is known about his actual power within the platform. According to a profile published by The New York Times, former TikTok executives said his decision-making power was “limited” and that ByteDance’s founder still held the reins of the company.

Jensen Huang

(Tainan, Taiwan, 62 years old)
Founder of Nvidia

“Huang is the man of the hour. The year. Maybe even the decade,” says Wired magazine. Investment analyst Jim Cramer from CNBC even claims Huang is more visionary than Elon Musk. The truth is, Huang bet on an industry and market that didn’t exist in 1993 — and helped bring both to life.

He embodies the American Dream: a Taiwanese immigrant who started washing dishes at a Denny’s in Portland at age 15 and ended up creating a multimillion-dollar company with two friends over breakfast at another Denny’s in San Jose.

Huang studied Electrical Engineering at Oregon State University, where he met his two future partners and his wife — one of only three women enrolled in the program. He graduated in 1984, went on to earn a master’s degree from Stanford University, and worked for several tech companies before quitting everything to found Nvidia in 1993.

Before starting the company, the three founders asked themselves three questions: Would we love doing this work? Is it worthwhile? Is it really hard? Huang says he still asks himself those same questions today.

His work philosophy is built on betting on important things even before a market exists. “The importance of the work is an early indicator of the future market,” he said in a talk at the Stanford Graduate School of Business.

In June 2024, Nvidia’s market value surpassed $2.5 trillion, making it the third most valuable company in the world — ahead of Alphabet (Google), Amazon, and Meta, and trailing only Microsoft and Apple.

The company’s rapid surge in value is explained by the AI frenzy. Nvidia supplies over 70% of the chips powering this technology. A New Yorker article summed it up perfectly: “There’s an AI war, and Nvidia is the only arms dealer.”

Alexandr Wang

(Los Alamos, United States, 28 years old)
Founder of Scale AI

At his peak, he was considered the youngest self-made billionaire in the world. However, when the markets contracted in 2022, he dropped off the list. His company, Scale AI, which specializes in data labeling, works with giants like OpenAI and Google and is valued at $14 billion. He is the new prodigy of the industry, with everyone watching his moves closely.

This year, he announced a deal with the U.S. Department of Defense to use his company’s AI models in military applications. Wang has stated in an interview that he will only have children once brain-computer interfaces allow kids to connect with technology from birth. He considers the first seven years of life crucial for brain development and prefers that children spend this time connected to a machine. Rumor has it that Meta recently hired him. His net worth is estimated at $2 billion.

Pavel Durov

(Leningrad, Russia, 40 years old)
Founder of Telegram

Known as the Russian Mark Zuckerberg for his tech profile, fortune, and age, Pavel has created not one but two major social networks: VKontakte, Russia’s largest, which he founded at 22, and Telegram, one of the world’s most widely used communication platforms.

He lives in Dubai, where Telegram’s offices are located. Pavel studied Applied Mathematics and Computer Science at Saint Petersburg State University. He avoids the spotlight and interviews, earning a reputation for austerity and discipline.

According to the book The Russian Jesus: A Beacon of Digital Freedom in an Age of Surveillance, he abstains from alcohol, caffeine, and processed foods, following a strict regimen to promote mental clarity and physical health. He has five children from two previous relationships and recently revealed that he is a sperm donor. Forbes estimates his personal fortune at $15.5 billion.

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Is Google’s Reign Coming To An End? AI Threatens The Leading Search Engine

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One of the questions raised by the boom of generative artificial intelligence was whether it would end the reign of search engines, dominated with an iron fist by Google. Two and a half years after the emergence of ChatGPT, signs are beginning to show that something is shifting.

In April, searches on Google made through Safari, Apple’s browser, fell for the first time in history, as reported by The Verge. And just on Thursday, it was revealed that OpenAI, the developer of ChatGPT, will launch an AI-powered web browser in the coming weeks, posing a challenge to the reign of Google Chrome, the most widely used browser in the world.

On May 7, when it became known that searches on Safari had dropped, shares of Alphabet, Google’s parent company, fell by 7.5%, wiping out around $150 billion of its market capitalization. The reason: a senior Apple executive said the tech giant was “actively looking at” redesigning Safari to perform AI-powered searches, according to Bloomberg, even though this would mean losing $20 billion annually from revenue sharing. This move would further displace Google, the default search engine on iPhones and other Apple devices.

If people get used to interacting with a tool capable of structuring information and answering questions, the days of traditional search engines may be numbered. Asking questions is simply more convenient than typing keywords and clicking through links to find the right one. That shift in user behavior is already underway. A recent study found that 92% of U.S. high school students are now using generative AI, up from 66% in 2024. Another report by consulting firm Lily AI reveals that 40% of shoppers already rely on AI assistants — not search engines — to research products before making a purchase.

Last week brought renewed turbulence. Rumors are swirling that Apple may be looking to acquire Anthropic — the company founded by former OpenAI team member Dario Amodei — to breathe new life into Siri. It’s also been reported that Apple is interested in acquiring Perplexity AI, the developer behind the AI-powered search engine of the same name. In recent days, Apple has even been linked to OpenAI. Asked to comment on the accuracy of these reports, Apple sources have simply said the company does not respond to rumors. Still, all signs point in the same direction: bolstering its AI capabilities, which would signal a clear intent to challenge Google’s dominance.

At Google, there’s an awareness that the ground is shifting. The company refers to a “profound change” in how people use its search engine, which still holds a 90% market share, according to Statcounter. “People are coming to Google to ask more questions, including more complex, longer, and multimodal queries,” company sources explain. “We believe the future of Search is moving from information to intelligence.”

Google’s own data shows that signed-in users aged 18 to 24 conduct more searches daily than any other age group — an encouraging sign for the company. Visual search tools may be part of that appeal, such as Google Lens (which uses the phone’s camera) and the new “Circle to Search” feature, which lets users circle objects in images to start a search.

Financial impact

Google has built its empire on monetizing the data it collects from internet users. Its dominance in both search engines and web browsers— Chrome remains the most widely used browser in the world with a market share above 65%, according to Statista — has allowed the company to learn a great deal about our preferences. It has turned that information into revenue by using it to create targeted online ads: advertisers pay to reach the specific user profiles they consider their target audience.

For more than 15 years, Google and Meta have dominated the digital advertising market, accounting for 70% of total ad spending in Spain in 2021, according to Spain’s National Commission on Markets and Competition (CNMC). In recent years, Amazon has joined the ranks. Together, this triad controlled 60% of global digital ad revenue in 2023, according to Stocklytics data.

Google still leads the pack with a market share of roughly 35%, bringing in more than $264 billion in 2024. Meta follows with 19% and $160 billion in revenue that year. Amazon earned $56 billion in digital advertising revenue that same year.

Search engines and social media currently account for 44% of all advertising investment, according to consultancy Media Hotline — precisely because they allow advertisers to target their messages with pinpoint precision. But if people stop using search engines, or if usage declines — something that could happen if Apple drops Google as its default option — the business could suffer.

The same risk applies if online browsing habits shift away from traditional browsers and social networks toward generative AI tools. That’s why OpenAI’s move into the browser market, a project long considered by its CEO Sam Altman, is so significant. According to Reuters, the tool may not look like a traditional browser, but rather take the form of a conversational interface — more like ChatGPT than Chrome.

Do these developments threaten Google’s revenue? Is the impact already being felt? The company declined to respond to EL PAÍS.

“Google is prepared for a scenario in which it earns less from its search engine,” says Cecilia Rikap, professor of economics at University College London and research director of the institute’s Institute for Innovation and Public Purpose (IIPP). “The company’s biggest gamble for years has been the cloud, and it is using its advertising revenue to finance, and even subsidize, its expansion in that business at relatively lower prices than Amazon and Microsoft.”

For Rikap, who studies how big tech companies monopolize knowledge generation, the mere existence of ChatGPT and other generative AI tools, such as Copilot (Microsoft), Llama (Meta), or Perplexity, proves “that it doesn’t have a monopoly on search.”

Google has integrated AI into its search engine, typically displaying an AI-generated response first—before the traditional list of search results. “In the last six months, the volume of searches with five or more words grew 1.5 times faster than shorter queries compared to the same period last year,” say sources at the technology company.

Meta, Google’s arch-rival in the advertising market, believes the rise of generative AI can boost its business. According to sources at the company founded by Mark Zuckerberg, almost all advertisers who rely on Meta use at least one of the AI tools available to them to monitor the performance of their ads.

Outplayed at its own game

The public launch of ChatGPT in November 2022 disrupted the strategies of major tech giants. The widespread success of the first widely available generative AI tool forced the sector to respond. Just two months later, in January 2023, Microsoft announced a partnership with OpenAI that included a $10 billion investment.

Google, which had previously led the way in AI, reorganized its research divisions and created a super-lab that would eventually produce Gemini. It merged DeepMind, which had focused on more theoretical research, with Google Brain, its other major AI team. At the helm, it placed British scientist Demis Hassabis, who last year received the Nobel Prize in Chemistry in recognition of his AI tool for understanding protein design.

The move revealed a sense of urgency to deliver results. Even though it was Google scientists who developed the Transformer model — the neural network architecture that underpins generative AI — it was OpenAI that cracked the code and brought the technology into the spotlight. OpenAI, in fact, was Elon Musk’s answer to challenge Google and DeepMind’s dominance in AI.

But Google has responded, and the Gemini family of models is still in the race — albeit without the dominant position its search engine once held.

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Apple Recurre Una Multa De 500 Millones De Euros Y Asegura Que Los Cambios Exigidos Por La UE Son “ilegales”

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Apple ha recurrido una multa de 500 millones de euros impuesta por la Unión Europea, calificando la sanción de “sin precedentes” y los cambios exigidos por el regulador en su App Store de “ilegales”.

La Comisión Europea anunció la multa en abril bajo el marco de la Ley de Mercados Digitales (Digital Markets Act), alegando que el fabricante del iPhone violó las normas relacionadas con permitir que los desarrolladores dirijan a los usuarios a realizar compras fuera de su tienda. En junio, Apple modificó sus políticas de la App Store en la Unión Europea para cumplir con los requisitos locales y evitar sanciones adicionales.

“Creemos que la decisión de la Comisión Europea —y su multa sin precedentes— van mucho más allá de lo que exige la ley”, afirma la compañía en un comunicado este lunes. “Como mostraremos en nuestra apelación, la CE está imponiendo cómo debemos gestionar nuestra tienda y forzando condiciones comerciales que resultan confusas para los desarrolladores y perjudiciales para los usuarios”.

Como parte de los cambios en la App Store en junio, la compañía introdujo una estructura de comisiones escalonada del 5% o 13%, además de una tarifa del 2% por adquisición de usuarios, dependiendo de si los desarrolladores quieren que sus aplicaciones aparezcan en las sugerencias de búsqueda de la App Store, en material promocional o tengan la capacidad de recibir actualizaciones automáticas.

Apple explicó que los reguladores exigieron este nuevo enfoque escalonado en la UE, aunque sostiene que es más confuso tanto para los usuarios como para los desarrolladores. También señaló que ninguna otra tienda de descargas de aplicaciones está sujeta a una estructura similar.

Ahora Apple también permite de forma más abierta que los desarrolladores promuevan métodos de pago fuera de la app para bienes digitales, eludiendo algunas de sus comisiones. La compañía también aseguró que la Comisión amplió de forma ilegal la definición de “redireccionamiento”, lo que significa que los desarrolladores pueden indicar a los usuarios que realicen transacciones fuera de la App Store en más casos.

Estos acontecimientos son los últimos en la saga global de la App Store de la compañía. A principios de este año, una jueza en California dictaminó que Apple debe permitir que los desarrolladores estadounidenses dirijan libremente a los usuarios a la web para completar transacciones dentro de la app, lo que pone en riesgo miles de millones de ingresos anuales.

En los últimos años, la UE ha impuesto costosas sanciones a empresas, incluyendo más de 8.000 millones de dólares en multas contra Google (Alphabet Inc.) y una orden separada para que Apple pague a Irlanda 13.000 millones de euros en impuestos atrasados.

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