The Near Memo

A Google “Pardon”?, Siri’s Search Improvements, Search from Chat GPT is Really Good


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Google's Antitrust Battle: Legal and Political Shifts:  As Google’s antitrust trial unfolds, recent shifts in U.S. leadership may change the tech giant’s outlook. With Trump’s election win, the likelihood of drastic regulatory action against Google, such as a breakup, appears to be reduced. The new administration’s stance on big tech could soften the Justice Department’s approach, shifting from aggressive oversight to a more business-friendly posture. While there’s bipartisan support for reigning in big tech, motivations differ: Republicans often cite censorship concerns, while Democrats focus on monopolistic practices. Given these dynamics, Google may emerge with only minor restrictions—like changes to default search agreements—rather than a forced split. Despite some regulatory adjustments, the tech landscape now looks less likely to see major disruptions, leaving room for Google to maintain its market dominance.

Apple's Applied Intelligence Transformation: Siri's Leap to Intelligent Search:  

We take a look at the iOS 18.1 Siri Beta. Apple’s Siri is evolving into a powerful AI assistant, moving beyond simple voice commands to provide advanced, text-based search capabilities and an app-like experience. With new features allowing Siri to pull information directly from trusted sources, users can get sports scores, local recommendations, and entertainment options seamlessly without going to the web. Apple’s focus on data privacy and ad-free interaction offers a distinct alternative to Google’s ad-driven models, emphasizing a cleaner, user-centered experience. Apple’s work on voice isolation is also enhancing Siri’s effectiveness, allowing smoother interactions even in noisy environments. Because of the many iPhones in the wild, Siri’s expanded abilities across the Apple ecosystem could lead to a shift in user habits, positioning Apple IntelligenceI as a viable alternative to traditional search.

ChatGPT Redefining Search:  

The new SearchGPT feature might just redefine search by offering a conversational interface that maintains context across multiple queries. This functionality could make ChatGPT a compelling alternative to Google, especially in local search, where its ability to remember and refine previous queries sets it apart. ChatGPT’s clean interface and ability to deliver quick, relevant answers directly within the chat could attract users interested in exploring new search options. As Apple prepares to integrate ChatGPT into Siri, this AI-driven trend may drive additional “zero-click” behaviors—where users get instant answers without leaving the app. Search GPT also shows promise in e-commerce and product searches, delivering a streamlined experience that could change how users interact in this space and transform how consumers search.

The Near Memo is a weekly conversation about Search, Social, and Commerce: What happened, why it matters, and the implications for local businesses and national brands.
Ep 182

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The Near MemoBy Greg Sterling, Mike Blumenthal & David Mihm

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