New court filings reveal Google is paying billions to make Gemini the default AI assistant on Samsung, Motorola, AT&T, and Verizon devices.
It’s a power move that ensures Google’s flagship LLM will be the first tap for millions of mobile users – not ChatGPT, Perplexity, and others.
But the DOJ isn’t letting it slide. Regulators are pushing to ban those deals and force Google to compete on user choice, not preloaded advantage.
The Bigger Story
The Gemini payouts are now at the center of the DOJ’s case against Google’s search monopoly.
Last year, a judge ruled that Google illegally protected its empire by paying to be the default. Now prosecutors argue the Gemini deals are the same playbook – just rewound for the AI era.
Internal docs show that Google offered Samsung alone a $1B+ deal to make Gemini the out-of-the-box assistant. Meanwhile, smaller carriers got revenue-share carrots to shut out rivals.
The DOJ’s ask:
- Ban all paid-default deals for a decade
- Force Android devices to offer choice screens for AI assistants.
- If that’s not enough? Spin off Chrome.
🌶️ Hot take: the final ruling, expected later this year, could redraw the entire AI go-to-market map.
Why You Should Care
To me, this story is really about the power of being the default.
Google’s biggest competitive advantage wasn’t just having better products. It was being the first thing users touched.
Search bars baked into Safari. Preloads on Android. Default settings in Firefox. Most people didn’t consciously choose Google. They just stuck with what was handed to them.
Now the same dynamic is playing out in AI.
It’s not just about building the best model – it’s about owning the starting point: the setup screen, the voice prompt, the first tap.
Distribution really is the battlefield right now 🤔



