Yelp Seizes the Moment After Google’s Antitrust Defeat
In the wake of Google’s recent antitrust loss, it’s clear that Yelp smells blood in the water. Jeremy Stoppelman, Yelp’s CEO, recently penned a blog post announcing that Yelp is suing Google, accusing it of being a monopoly that unfairly suppresses local search results.
Stoppelman makes a compelling case, arguing that Google has been propping up what Yelp calls an inferior local search product to capture more search traffic within its own ecosystem—something widely known as “zero-click search.”
As I’ve pointed out in my newsletter, this couldn’t come at a worse time for Google. For the first time, competitors like OpenAI and Perplexity AI see a path to challenge Google’s dominance in search. But AI-driven search is a different beast, something I’ve referred to as “answer engines.” Unlike traditional search, these tools don’t provide a list of links or drive traffic to the sources they pull from; instead, they deliver direct answers, posing a new kind of threat to Google’s search empire.