In a push to enter the highly competitive digital search market, Meta Platforms is working on an artificial intelligence-based search engine as it looks to reduce dependence on Alphabet’s Google and Microsoft’s Bing, the Information reported on Monday.
This move signals Meta’s ambition to carve out its place in a field long dominated by Google, which commands nearly 90% of the global search engine market share. The timing is particularly notable, as the U.S. Department of Justice (DOJ) ramps up efforts to challenge Google’s monopolistic practices, specifically targeting its outsized influence over the search ecosystem.
Meta said it will use Reuters content to power real-time answers to user questions about news and current events on its AI chatbot.
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The company’s strategy, which currently relies on data from Google and Bing to offer answers on topics like sports, stocks, and breaking news, is significant as it adds an established, credible news source to enhance the reliability and scope of its AI responses. However, Meta’s entrance into this territory is expected to not impact Google’s position, given the giant’s decades-long hold on digital search—a position secured not just by technological innovation but by strategic partnerships and sheer financial clout.
Google’s search dominance has been meticulously crafted through a series of influential partnerships, most notably with Apple. In what some have called the “golden handcuff” of the digital world, Google reportedly pays Apple around $20 billion annually to ensure its search engine remains the default on Apple’s devices, cementing Google’s role as the primary search engine for millions of users on iPhones, iPads, and MacBooks. This arrangement effectively secures Google’s position by limiting user exposure to other search options—a practice that’s drawn sharp criticism and regulatory scrutiny.
The DOJ argues that these practices are more than just savvy business moves; they amount to anti-competitive behavior that shuts out potential rivals and entrenches Google’s monopoly. The lawsuit, seen as one of the most significant antitrust cases in the digital age, seeks to dismantle elements of Google’s search business to foster fair competition and consumer choice.
The DOJ noted that Google’s dominance wasn’t built just on innovation but it’s maintained through a series of calculated decisions that edge out competition before it can even start, highlighting the agency’s determination to prevent anti-competitive practices in a field so integral to modern information access.
Meta Is Betting on Real-Time Information
However, many believe that Meta’s decision to use Reuters content for real-time responses may prove to be an astute strategy for building credibility and functionality into its search capabilities. Reuters, a globally recognized and reputable news agency, could provide the solid foundation Meta needs to convince users of its AI’s reliability, an essential factor as it seeks to compete with Google’s robust data ecosystem.
Meta has also hinted at plans to broaden its AI’s response capabilities across various content categories—an ambitious undertaking as it seeks to capitalize on the growing interest in conversational AI.
However, competing in this arena will require more than content partnerships. Google’s massive data infrastructure, advanced machine learning models, and vast user base all form a formidable advantage that Meta’s AI—new to the search market—must contend with. Meta has a long road ahead if it aims to make a dent in Google’s search traffic, which processes around 99,000 searches per second globally.
Search Rivalry and Challenges Ahead for Competitors
While Meta’s recent move positions it to take advantage of any regulatory shifts resulting from the DOJ’s lawsuit, the challenges for other competitors like Microsoft’s Bing reveal the steep road ahead. Despite Microsoft’s backing and its use of OpenAI’s ChatGPT for AI-driven responses, Bing has managed only a modest market share, struggling to draw users away from Google. Bing’s limited reach even with advanced AI illustrates the challenge of attracting search engine users who are habituated to Google’s interface, features, and comprehensive results.
Analysts widely agree that unseating Google will be nearly impossible without significant regulatory intervention. For Meta, even a strategic alliance with Reuters may only be a preliminary step in a long journey to becoming a genuine alternative for users.
Scaling the Scraping and Copyright Frontier
Meta’s announcement also reignites the longstanding debate over data scraping and content used in training AI models. As tech companies increasingly use data scraped from across the internet to train AI models, copyright concerns have surfaced, with content creators calling and suing for fair compensation. Google and OpenAI have faced similar criticism, with publishers demanding transparency and royalties for their work used in AI training datasets.
Meta’s decision to partner directly with Reuters may sidestep some copyright criticisms, as the news agency explicitly licenses its content, establishing a more transparent and equitable approach. The move could set a new precedent for how AI-powered search tools acquire and use content, especially as creators demand a more structured compensation model.
For now, Meta’s pivot into search with Reuters may be more of a strategic trial than an immediate threat to Google. But as regulatory pressures intensify, it could become a stepping stone in an industry that demands more balanced competition. Analysts suggest that while Google’s search monopoly may not be dethroned overnight, the DOJ’s intervention, coupled with Meta’s experimentation, could mark the beginning of broader changes in how search works and how AI integrates into the process.