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  周一重返法庭之际,谷歌辩称,美国需要保持公司完整架构以应对竞争,从而维护国家安全。这场在华盛顿特区举行的垄断救济措施庭审,源于法官八月裁定谷歌在核心业务——互联网搜索领域构成垄断。这是自二十多年前微软反垄断案以来,科技行业最具影响力的反垄断裁决。

  美国司法部要求谷歌剥离其Chrome浏览器部门,并向竞争对手开放搜索数据。谷歌在周一的博客文章中表示,在全球人工智能霸权争夺战迅速升温的当下,此举不符合美国的最佳利益。谷歌监管事务副总裁李-安妮·马尔霍兰(Lee-AnneMulholland)在文中写道,司法部的提案将“限制我们开发AI的方式,并让政府指派的委员会监管产品的设计和开发”,“这将在关键时刻阻碍美国创新……谷歌正是推动美国科技突破的前沿企业之一。”

  谷歌是多家试图抵御特朗普政府反垄断诉讼的美国科技企业之一,其中多数案件延续自拜登政府。上周,谷歌在另一起反垄断案中败诉——联邦法官裁定,由于其作为广告买卖双方中间商的地位,谷歌在在线广告市场构成非法垄断。

  Meta目前正与联邦贸易委员会(FTC)对簿公堂,该机构指控其垄断社交网络市场,并认为其当初不应获准收购Instagram和WhatsApp。亚马逊也因涉嫌维持非法垄断面临FTC诉讼。除反垄断外,由特朗普任命的FTC周一还起诉优步(Uber),指控其订阅服务存在欺诈性计费和取消政策。

  这类监管行动正是科技行业在特朗普今年1月上任时希望避免的。谷歌、Meta、亚马逊和优步(及部分高管)曾公开向特朗普就职基金捐款,这是企业界广泛讨好新政府的举措之一。

  对谷歌而言,此次搜索救济措施庭审将决定其八月垄断裁决的最终后果。这场为期三周的庭审将于5月9日结束,主审法官阿米特·梅塔(AmitMehta)预计于八月作出裁决,届时谷歌计划提起上诉。

  马尔霍兰写道:“在庭审中,我们将证明司法部的提案远超法院裁决范畴,并将损害美国消费者、经济和技术领导地位。”

  谷歌计划主张,Chrome浏览器为用户提供了自由——该浏览器帮助人们访问网络,其开源代码也被其他公司采用。司法部的一项提案是要求谷歌向其他公司开放搜索数据,包括搜索查询、点击和结果。谷歌表示,这将“不仅带来网络安全甚至国家安全风险,还会提高设备成本”。

  谷歌面临的核心挑战是:既要被视为美国创新的关键推动者,又不能强大到让其他公司(尤其是在AI领域)无法竞争。该公司可能会强调其多年来如何推动AI创新,并提及“Transformer”研究论文——该论文的技术架构被用于OpenAI的ChatGPT、Perplexity和Anthropic等AI聊天机器人。

  Perplexity在周一的博客文章中表示,“解决方案不是分拆”,而是消费者应拥有更多选择权。该公司称,手机制造商应能向用户提供多种搜索选项,“而不必担心经济处罚或访问限制”。Perplexity写道:“消费者应获得最好的产品,而不仅仅是出价最高的排位。这是确保用户选择权决定市场赢家的唯一补救措施。”

  日本大型饮料制造商三得利的负责人表示,美国总统特朗普的关税可能会引发衰退,进而使企业不愿在这个全球最大经济体投资。

  “当前的关税形势正在让其他国家失去对美国的兴趣,”三得利董事长兼首席执行官TakeshiNiinami周二接受采访时称。他补充道,这种情况“非常令人担忧”。

  Niinami发表这番评论正值日美政府展开关税谈判,全世界都在关注日本的表现。日本首席谈判代表上周在华盛顿与美方官员举行初步会谈后,日方官员正在制定与美第二轮谈判的策略。

  特朗普重塑国际贸易的行动已导致全球市场剧烈波动,并引发对美国经济可能陷入衰退的担忧。

  “消费者信心一直在大幅下滑,”Niinami说,“现在的消费者不愿意花钱,所以他们会选择经济型产品而不是高端产品。”

  他指出,如果这种趋势持续,公司将把重心放到世界其他地区,比如印度和印尼。

  Niinami还担任日本首相办公室的高级经济顾问,也是日本最大商业游说团体之一日本经济同友会的主席。

  他警告,美国关税也将对日本经济产生负面影响,或导致GDP增速被拉低多达1%-1.2%。

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