<p>生成式人工智能公司 Perplexity 在周二向 <strong>Alphabet</strong>(GOOG 0.52%)(GOOGL 0.46%) 提出了一个令人震惊的报价：愿意以 345 亿美元收购其 Google Chrome 浏览器。更令人惊讶的是，Perplexity 在最近一轮融资中仅被估值约为 180 亿美元。Perplexity 声称有投资者能够为该交易提供资金，但我认为这笔交易不会达成。</p>
<p>尽管 345 亿美元对于看似只是一个网页浏览器来说是一笔巨款，但对谷歌的生态系统而言意义重大。我认为 345 亿美元还不够，而且几乎没有足够大的金额能让首席执行官 Sundar Pichai 考虑这个报价。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNDkvYW5ncnktYm9hcmQtb2YtZGlyZWN0b3JzLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNDkvYW5ncnktYm9hcmQtb2YtZGlyZWN0b3JzLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Alphabet 还有其他选择，而不是今天出售 Google Chrome</h2>
<p>Perplexity 提出收购 Google Chrome 的原因很简单：联邦法院裁定谷歌在广告领域运营着非法垄断，而出售 Google Chrome 是联邦地区法院正在考虑的补救措施之一。</p>
<p>如果最终的补救措施是出售 Google Chrome，Alphabet 仍然可以向几个法院上诉，包括联邦上诉法院和最高法院。我们距离揭晓 Alphabet 垄断案件的结论还有很长的路要走，Alphabet 这么早就出售 Google Chrome 将意味着放弃。</p>
<p>此外，首席执行官 Sundar Pichai 和 Alphabet 并未表现出出售 Google Chrome 的兴趣，其律师辩称，强迫出售 Chrome 可能会对国家安全产生潜在影响。</p>
<p>这是否属实并不重要；Google Chrome 是 Alphabet 收集广告数据的重要组成部分，谷歌不希望其他公司控制它。因此，除非 Alphabet 耗尽所有其他选择，否则几乎没有任何金额能让其同意出售 Google Chrome。</p>
<p>那么接下来会发生什么？</p>
<h2>可能会爆发关于 Google Chrome 的竞标战</h2>
<p>如果 Perplexity 提出了报价，你可以肯定其他生成式人工智能初创公司，如 OpenAI，会迅速跟进。一位 OpenAI 高管已经在法庭上作证表示愿意收购 Chrome，可能还有其他公司处于类似的境地。尽管由于上述原因，这可能是一场毫无意义的竞标战，但我不会感到惊讶看到更多的报价涌入。</p>
<p>如果 Alphabet 实际考虑其中任何一个报价，我也会感到震惊，但任何事情都有可能。</p>
<p>如果 Alphabet 同意收购报价，那可能表明 Alphabet 已经开发出另一款浏览器并准备好替代 Chrome。作为默认搜索引擎所获得的信息是巨大的，这是谷歌不容易放弃的优势，无论是 345 亿美元还是 1000 亿美元。</p>
<p>我们只是刚刚开始了解 Google Chrome 的未来会如何发展。虽然这可能会引发一轮竞标，但我会感到惊讶如果在接下来的几年内有任何实质性进展，因为 Alphabet 仍在寻求维持对 Google Chrome 的控制，仍有漫长的上诉过程在继续。</p>

谷歌-A

谷歌-C

1 倍做空谷歌 ETF - Direxion

2 倍做多谷歌 ETF - Direxion

<p>Perplexity，一家生成式人工智能公司，已提出以 345 亿美元收购谷歌的 Chrome 浏览器，尽管其估值仅为 180 亿美元。这一提议是在联邦法院裁定谷歌在广告领域存在非法垄断后提出的，出售 Chrome 可能成为一种补救措施。然而，Alphabet 的首席执行官桑达尔·皮查伊对此并不感兴趣，理由是国家安全问题以及该浏览器对其广告生态系统的重要性。这一情况可能导致人工智能初创公司之间的竞标战，但由于正在进行的法律上诉，短期内不太可能出现重大变化</p>

<p>Generative AI company Perplexity made a jaw-dropping offer to <strong>Alphabet</strong>(GOOG 0.52%)(GOOGL 0.46%) on Tuesday: It is willing to buy its Google Chrome browser for $34.5 billion. Even more amazing is that Perplexity is only valued at around $18 billion, as of its last fundraising round. Perplexity claims to have investors that would be able to fund the deal should it get agreed to, but I don't think it will.</p>
<div class="lb-trans"><p>生成式人工智能公司 Perplexity 在周二向 <strong>Alphabet</strong>(GOOG 0.52%)(GOOGL 0.46%) 提出了一个令人震惊的报价：愿意以 345 亿美元收购其 Google Chrome 浏览器。更令人惊讶的是，Perplexity 在最近一轮融资中仅被估值约为 180 亿美元。Perplexity 声称有投资者能够为该交易提供资金，但我认为这笔交易不会达成。</p>
</div><p>Even though $34.5 billion is a large chunk of change for what appears to be just a web browser, it means far more to Google's ecosystem. I don't think $34.5 billion will be enough, and there are few sums large enough to get CEO Sundar Pichai to even consider an offer.</p>
<div class="lb-trans"><p>尽管 345 亿美元对于看似只是一个网页浏览器来说是一笔巨款，但对谷歌的生态系统而言意义重大。我认为 345 亿美元还不够，而且几乎没有足够大的金额能让首席执行官 Sundar Pichai 考虑这个报价。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjkwNDkvYW5ncnktYm9hcmQtb2YtZGlyZWN0b3JzLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F829049%2Fangry-board-of-directors.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Alphabet has other options than selling Google Chrome today</h2>
<div class="lb-trans"><h2>Alphabet 还有其他选择，而不是今天出售 Google Chrome</h2>
</div><p>The reason why Perplexity offered to buy Google Chrome is simple: A federal court ruled that Google is operating an illegal monopoly in the advertising space, and selling off Google Chrome was one of the remedies that a federal district court is considering.</p>
<div class="lb-trans"><p>Perplexity 提出收购 Google Chrome 的原因很简单：联邦法院裁定谷歌在广告领域运营着非法垄断，而出售 Google Chrome 是联邦地区法院正在考虑的补救措施之一。</p>
</div><p>If the final remedy is to sell off Google Chrome, there are still a couple of courts that Alphabet can appeal to, including a federal appeals court and the Supreme Court. We're still a long way from finding out the conclusion of the Alphabet monopoly saga, and for Alphabet to sell Google Chrome this early would be giving up.</p>
<div class="lb-trans"><p>如果最终的补救措施是出售 Google Chrome，Alphabet 仍然可以向几个法院上诉，包括联邦上诉法院和最高法院。我们距离揭晓 Alphabet 垄断案件的结论还有很长的路要走，Alphabet 这么早就出售 Google Chrome 将意味着放弃。</p>
</div><p>Furthermore, CEO Sundar Pichai and Alphabet haven't shown any interest in selling Google Chrome, and its lawyers argued that forcing a Chrome sale would have potential national security implications.</p>
<div class="lb-trans"><p>此外，首席执行官 Sundar Pichai 和 Alphabet 并未表现出出售 Google Chrome 的兴趣，其律师辩称，强迫出售 Chrome 可能会对国家安全产生潜在影响。</p>
</div><p>Whether that is true or not is beside the point; Google Chrome is an important part of how Alphabet gathers data for ads, and it does not want another company to have control over it. As a result, there's likely no amount of money that Alphabet will agree to sell Google Chrome for unless it has exhausted all other options.</p>
<div class="lb-trans"><p>这是否属实并不重要；Google Chrome 是 Alphabet 收集广告数据的重要组成部分，谷歌不希望其他公司控制它。因此，除非 Alphabet 耗尽所有其他选择，否则几乎没有任何金额能让其同意出售 Google Chrome。</p>
</div><p>But what will happen next?</p>
<div class="lb-trans"><p>那么接下来会发生什么？</p>
</div><h2>A bidding war may erupt over Google Chrome</h2>
<div class="lb-trans"><h2>可能会爆发关于 Google Chrome 的竞标战</h2>
</div><p>If Perplexity made an offer, you can bet that other generative AI start-ups such as OpenAI will be quick to follow. An OpenAI executive has already testified to the court that it would be open to buying Chrome, and there are likely other companies in a similar position. Although it may be a meaningless bidding war for reasons laid out above, I wouldn't be surprised to see more offers flood in.</p>
<div class="lb-trans"><p>如果 Perplexity 提出了报价，你可以肯定其他生成式人工智能初创公司，如 OpenAI，会迅速跟进。一位 OpenAI 高管已经在法庭上作证表示愿意收购 Chrome，可能还有其他公司处于类似的境地。尽管由于上述原因，这可能是一场毫无意义的竞标战，但我不会感到惊讶看到更多的报价涌入。</p>
</div><p>I'd also be shocked if Alphabet actually considered any of them, but anything is possible.</p>
<div class="lb-trans"><p>如果 Alphabet 实际考虑其中任何一个报价，我也会感到震惊，但任何事情都有可能。</p>
</div><p>If Alphabet were to agree to a buyout offer, that would likely indicate that Alphabet already has another browser developed and ready to go to replace Chrome. The information it gains by being a default search engine is massive, and that's an advantage that Google won't easily give up, whether it's for $34.5 billion or $100 billion.</p>
<div class="lb-trans"><p>如果 Alphabet 同意收购报价，那可能表明 Alphabet 已经开发出另一款浏览器并准备好替代 Chrome。作为默认搜索引擎所获得的信息是巨大的，这是谷歌不容易放弃的优势，无论是 345 亿美元还是 1000 亿美元。</p>
</div><p>We're just in the beginning stages of finding out what will happen with Google Chrome. While this may kick off a round of bids, I'd be surprised if anything is done over the next few years, as there is still a long process of appeals that will continue with Alphabet seeking to maintain control over Google Chrome.</p>
<div class="lb-trans"><p>我们只是刚刚开始了解 Google Chrome 的未来会如何发展。虽然这可能会引发一轮竞标，但我会感到惊讶如果在接下来的几年内有任何实质性进展，因为 Alphabet 仍在寻求维持对 Google Chrome 的控制，仍有漫长的上诉过程在继续。</p>
</div>

Perplexity Wants to Buy Google Chrome for $34.5 Billion, but That Won't Be Enough

- Perplexity 提出以 345 亿美元收购 Google Chrome，但其估值仅为 180 亿美元。  
- 此举源于法院裁定 Google 存在广告垄断，出售 Chrome 是可能的补救措施。  
- Alphabet 可能不会考虑出售，因 Chrome 对其广告数据收集至关重要。  

Perplexity 希望以 345 亿美元收购 Google Chrome，但这笔金额可能还不够