这段材料围绕Google在搜索领域的持续垄断，强调其经济与结构优势并未因AI浪潮而被削弱。2023年Bard事故导致股价单日下跌8%，2024年与2025年的判决共计约230页，但法院最终要求Google“几乎无需改变”，继续支付每年数十亿美元给Apple与Samsung以维持默认地位。Microsoft为抗衡Google向OpenAI投入超130亿美元，而Alphabet、Amazon等巨头亦投资Anthropic等新AI公司，显示所谓“竞争者”均依赖既有巨头的资本与基础设施。

两本书揭示自我纠正市场的神话：2005–2024年Amazon卖家被抽取高达50%收入，App Store抽取30%，Unity试图向开发者收取额外费用；Google依靠搜索广告规模使其在S&P 500中的“七巨头”中贡献约三分之一市值的一部分。作者指出这些平台通过“enshittification”机制在缺乏竞争时主动降低产品质量以增加广告与收费。Google拥有搜索与YouTube数据、庞大云算力与用户行为数据库，使其在AI模型中具备系统性优势，而AI创业公司大多无净收益、依赖持续融资。

AI竞争依旧受大型平台控制：OpenAI部分由Microsoft持股并依赖其基础设施；Anthropic由Amazon与Google投资；Perplexity资金来自Bezos与Nvidia；xAI由Musk支持。此结构导致AI更可能成为维护巨头地位的补充工具，而非破坏性力量。Apple近期选择直接整合Google AI而非独立研发，强化既有格局。Google在法官许可下可继续使用垄断收益推动AI研发。未来AI将改善劳动还是强化现有权力，取决于是否存在真正竞争。

The material centers on Google’s continued dominance in search, emphasizing that neither economics nor structure has meaningfully shifted under the rise of AI. The 2023 Bard failure caused an 8% single-day stock drop, and the 230 pages of 2024–2025 rulings ultimately required Google to change “almost nothing,” allowing it to keep paying billions annually to Apple and Samsung to remain default. Microsoft invested more than USD 13 billion in OpenAI to counter Google, while Alphabet and Amazon invested in Anthropic, indicating that “competitors” depend on incumbent capital and infrastructure.

Two books dismantle the myth of self-correcting markets: from 2005–2024 Amazon sellers surrendered up to 50% of revenue, app stores charge 30%, and Unity attempted additional developer fees; Google’s ad-driven dominance helps the “Magnificent 7” comprise roughly one-third of S&P 500 value. Authors argue platforms engage in “enshittification,” deliberately degrading quality when competition drops. Google’s search and YouTube data, vast compute and cloud resources, and deep behavioral datasets give it structural advantages in AI, while most AI startups lack net income and rely on continuous funding.

AI competition remains shaped by major platforms: OpenAI is partly owned and structurally reliant on Microsoft; Anthropic is funded by Amazon and Google; Perplexity is backed by Bezos and Nvidia; xAI is funded by Musk. This architecture makes AI more likely to reinforce incumbents than disrupt them. Apple’s choice to integrate Google AI into Siri rather than build its own strengthens the status quo. With judicial approval, Google can direct monopoly profits into AI development. Whether AI becomes a tool that improves work or fortifies existing power depends on the presence of real competition.