Society & Governance

Big Tech, AI Governance & Antitrust

TopicUS

A live assessment of how this issue works in practice—institutions, tradeoffs, and what would improve outcomes. Evidence accumulates in our Summa.

Background

Why this remains an issue

  • A handful of platforms dominate advertising, search, cloud, and mobile ecosystems
  • Generative AI concentrates capital, data, and talent among incumbent firms and partners
  • Antitrust cases and congressional proposals target self-preferencing and acquisitions
  • Federal and state regulators diverge on privacy, AI safety, and speech rules

Core fault lines

  • Innovation vs concentration: scale benefits vs market power
  • Speech vs safety: platform moderation vs government pressure
  • Federal vs state: national tech policy vs California-style rules
  • Open vs closed AI: research sharing vs competitive and security secrecy

At a glance

  1. Origin

    Platform power is both economic and epistemic—policy must address both

  2. Why now

    A handful of platforms dominate advertising, search, cloud, and mobile ecosystems Generative AI concentrates capital, data, and talent among incumbent firms and partners

  3. What to watch next

    Should structural separation be on the table for cloud-search-ad stacks? What federal AI agency or framework can survive political turnover?

Snapshot

Current signals

  • A handful of platforms dominate advertising, search, cloud, and mobile ecosystems
  • Generative AI concentrates capital, data, and talent among incumbent firms and partners
  • Antitrust cases and congressional proposals target self-preferencing and acquisitions
  • Federal and state regulators diverge on privacy, AI safety, and speech rules

Analysis

Decision tradeoffs

  • Innovation vs concentration: scale benefits vs market power
  • Speech vs safety: platform moderation vs government pressure
  • Federal vs state: national tech policy vs California-style rules
  • Open vs closed AI: research sharing vs competitive and security secrecy

Working view

  • Platform power is both economic and epistemic—policy must address both
  • Hybrid governance combines antitrust, interoperability duties, and sectoral AI standards
  • Safety and civil liberties require independent oversight, not only corporate pledges
  • Democratic legitimacy needs transparency on ranking, ads, and model deployment

Deep intelligence

What could change our mind

  • Should structural separation be on the table for cloud-search-ad stacks?
  • What federal AI agency or framework can survive political turnover?
  • How do we protect open research while managing misuse and concentration?
  • Can interoperability mandates work without degrading user experience?

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