Saturday, December 13, 2025

Of course Google caught up in the AI race

Was it ever a fair fight to begin with?
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This is the Weekend Edition of Bloomberg Opinion Today, a roundup of the most popular stories Bloomberg Opinion publishes each week based on web readership. New subscribers can sign up here; follow us on Bluesky, TikTok, Instagram, LinkedIn and Threads.

Google's Big AI Advantage Over ChatGPT Is Impossible to Justify — Parmy Olson

After being caught on the back foot by OpenAI's launch of ChatGPT, Alphabet Inc.'s Google has performed a miracle: It has caught up. Its artificial intelligence models are now as good as its rival's. But did Google achieve that acceleration by playing fair? Perhaps not. And the regulatory answer to that question could hurt if the company is forced to make a change that hampers its AI prospects, even if that's healthier for the market.

European regulators have just launched an investigation into Google's rollout of its AI Overviews and AI Mode features — which augment its dominant search engine — to see whether it imposed unfair terms on content creators, giving its model an edge over others.

While OpenAI, Anthropic PBC, Amazon.com Inc. and other AI competitors spend hundreds of millions of dollars on licensing deals with publishers to get hold of their content, Google has privileged access to the entire internet through the web crawler it relies on to power Google Search.

So even though other firms pay to use high-quality data to teach their AI, Google gets it for free.

Read the whole thing.

America Gets Retirement Wrong. Can Vanguard Fix That? — Allison Schrager

Trump Despises Europe. We Can't Ignore That Anymore — Max Hastings

Jamie Dimon Is Totally Right About Europe — Lionel Laurent

Oracle Is Having Its Own 'Code Red' AI Moment — Chris Bryant

India's Once Unshakeable Ties With Russia Are Fraying — Mihir Sharma

Trump Takes on the Impossible: Selling Tiny Cars to Americans — Liam Denning

Powell's Last Rate Cut Would Send Sparks Flying — Jonathan Levin

Bob Iger Just Got the Better of Sam Altman — Dave Lee

Vance's Mentor Is Also His Millstone — Nia-Malika Henderson

Five Threats to the West

From loneliness to addiction, the West is facing some fearsome new giants. We sat down with Adrian Wooldridge to discuss.

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