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Judge Questions Google's Trustworthiness as DOJ Pushes Breakup

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Judge Questions Google's Trustworthiness as DOJ Pushes Breakup

Federal judge weighs trust concerns as Google faces potential ad tech divestiture

by The Tech Buzz

PUBLISHED: Sat, Sep 27, 2025, 1:08 PM UTC | UPDATED: Fri, Sep 4, 2026, 1:25 AM UTC

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Judge Questions Google's Trustworthiness as DOJ Pushes Breakup

Judge Leonie Brinkema cut straight to the heart of Google's antitrust remedies trial this week with a pointed question about trust. After witnessing Google employees allegedly dodge evidence preservation rules in last year's trial, she's now questioning whether behavioral remedies can work if the company can't be trusted to follow them in good faith.

The courtroom tension was palpable when Judge Leonie Brinkema interrupted DOJ expert testimony with a hypothetical that exposed the core dilemma facing Google's antitrust remedies trial. "Should she issue a strict order modifying Google's behavior, could it resolve the issues at hand if you had confidence that Google would actually act in complete good faith?" she asked.

The question wasn't academic. Brinkema presided over Google's previous trial where the DOJ repeatedly presented evidence of employees using chat messages to avoid creating discoverable records. She called it a "systemic disregard of the evidentiary rules" - harsh words that now loom over this remedies phase.

The stakes couldn't be higher. The DOJ wants Google to spin off its AdX ad exchange and potentially sell its DFP publisher tool, arguing that behavioral remedies won't prevent the company from re-monopolizing ad tech markets. Google's counter-proposal involves court-ordered behavioral changes while keeping its integrated ad tech stack intact.

Google advertising executive Tim Craycroft testified that the DOJ's breakup proposals were "naive" and "incoherent," but his own admissions may have undermined the company's case. When pressed by DOJ attorney Matthew Huppert, Craycroft couldn't commit to lowering AdX's 20% take rate - a figure Judge Brinkema previously ruled was above competitive levels.

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Even more damaging, Craycroft acknowledged that Google had internally studied shutting down AdX entirely in an analysis called "Project Monday." This prompted Judge Brinkema to ask why complete shutdown wouldn't be "a very simple and elegant solution" - an option even more extreme than what the DOJ requested.

The technical feasibility question is becoming less of a hurdle for divestiture. Craycroft admitted a "business divestiture" of AdX would be feasible within two years, including transferring IP, customer contracts, and reference code. Former Meta engineer Goranka Bjedov, who helped migrate Instagram and WhatsApp during their acquisitions, testified that reference source code would be sufficient for a full migration.

But trust remains the central issue. Harvard economist Robin Lee, responding to Judge Brinkema's hypothetical, explained there's "an almost unpredictably exhaustive list of methods for tilting the scales in Google's favor, and it's got every incentive to take them." This echoed concerns from publishers who testified they found it "nearly impossible to leave" Google's ad exchange despite the supracompetitive pricing.

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The case comes at a pivotal moment for Big Tech antitrust enforcement. Just months ago, Judge Amit Mehta declined to break up Google in the separate search monopoly case, opting for behavioral remedies instead. Judge Brinkema's decision could signal whether federal judges are developing an appetite for structural remedies or continuing the cautious approach.

The Trade Desk's Chief Revenue Officer Jed Dederick captured the broader industry sentiment in his testimony: if Judge Brinkema follows Judge Mehta's lead and avoids a breakup, "I think there will be a sense that they got away with it."

As the two-week remedies trial continues, Judge Brinkema faces a fundamental question about corporate accountability in the digital age: can behavioral guardrails constrain a company that's already shown willingness to bend the rules, or does meaningful competition require removing the incentives altogether?

Judge Brinkema's pointed questioning about trust reveals the fundamental challenge in regulating Big Tech monopolies. While Google insists behavioral remedies can work, its past conduct and current unwillingness to make concrete commitments suggest structural separation may be the only path to genuine competition. The decision will likely influence how aggressively courts approach future tech antitrust cases.

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The DOJ wants Google to spin off its AdX ad exchange and potentially sell its DFP publisher tool. This would break up Google's integrated ad tech stack, which the DOJ argues has created a monopoly with supracompetitive pricing.

Judge Brinkema presided over Google's previous trial where employees allegedly used chat messages to avoid creating discoverable records. She called it a "systemic disregard of the evidentiary rules," raising concerns about Google's compliance with court orders.

Google's AdX ad exchange charges a 20% take rate, which Judge Brinkema previously ruled was above competitive levels. Google executive Tim Craycroft couldn't commit to lowering this supracompetitive pricing when questioned by DOJ attorneys.

Google executive Tim Craycroft admitted that a "business divestiture" of AdX would be feasible within two years. This would include transferring intellectual property, customer contracts, and reference code to new owners.

Project Monday was Google's internal analysis studying the complete shutdown of AdX entirely. Judge Brinkema suggested this shutdown could be "a very simple and elegant solution" - even more extreme than the DOJ's divestiture request.

Unlike Judge Mehta who declined to break up Google in the search case and chose behavioral remedies, Judge Brinkema's questioning suggests she may favor structural remedies. Her decision could signal increased judicial appetite for Big Tech breakups.

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