Antitrust Similarities and Differences between Browser Competition and AI Competition
In the 1990s, Netscape introduced a major new product: a web browser. Microsoft, already a powerful established company, responded aggressively by introducing Internet Explorer and using its extensive distribution networks to compete with Netscape. Fast-forward to the present, OpenAI caught Google off guard in the generative AI space by launching ChatGPT, prompting an aggressive “code red” response that included the release of Bard (later Gemini) and leveraging Google’s distribution networks. In “Antitrust Similarities and Differences between Browser Competition and AI Competition,” Julian Chan, Kayuna Fukushima, and Aparna Sengupta explore these parallel moments and highlight distinctions that practitioners and regulators should note.
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