Nicolas Petit @competitionprof.bsky.social · 23/04/2025Even more puzzling is the Gov argument whereby Google should not incur Traffic Acquisition Costs (TACs) for @GeminiApp 3/n 100
Nicolas Petit @competitionprof.bsky.social · 23/04/2025This is bananas. There’s intense rivalry in GenAI. The more competition, the higher the TACs 4/n 100
Nicolas Petit @competitionprof.bsky.social · 23/04/2025Besides, if the Government is serious about wishing Google to exit from browsers, it should see TACs for Gemini as a repositioning strategy and support it 5/n 100