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Penske Media v. Google Sept 12 2025 COMPLAINT

Penske Media Corporation and several affiliated media companies have filed a complaint against Google LLC and Alphabet Inc., alleging that Google abuses its monopoly in search services to coerce publishers into providing content for AI-generated answers without permission, violating antitrust laws. The plaintiffs argue that Google's practices threaten the viability of original content production and harm competition by misappropriating their work. They seek to hold Google accountable for the financial damages caused by this conduct and to protect access to high-quality online information.

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0% found this document useful (0 votes)
1K views101 pages

Penske Media v. Google Sept 12 2025 COMPLAINT

Penske Media Corporation and several affiliated media companies have filed a complaint against Google LLC and Alphabet Inc., alleging that Google abuses its monopoly in search services to coerce publishers into providing content for AI-generated answers without permission, violating antitrust laws. The plaintiffs argue that Google's practices threaten the viability of original content production and harm competition by misappropriating their work. They seek to hold Google accountable for the financial damages caused by this conduct and to protect access to high-quality online information.

Uploaded by

AJ Dellinger
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 101

Case 1:25-cv-03192 Document 1 Filed 09/12/25 Page 1 of 101

UNITED STATES DISTRICT COURT


FOR THE DISTRICT OF COLUMBIA

PENSKE MEDIA CORPORATION,


11355 W. Olympic Boulevard
Los Angeles, CA 90064

ARTFORUM MEDIA, LLC, Civil Action No. ________________


475 Fifth Avenue
New York, NY 10017 COMPLAINT

ART MEDIA, LLC, JURY TRIAL DEMANDED


475 Fifth Avenue
New York, NY 10017

BILLBOARD MEDIA, LLC,


11355 W. Olympic Boulevard
Los Angeles, CA 90064

DEADLINE HOLLYWOOD, LLC,


11355 W. Olympic Boulevard
Los Angeles, CA 90064

FAIRCHILD PUBLISHING, LLC,


475 Fifth Avenue
New York, NY 10017

GOLD DERBY MEDIA, LLC,


11355 W. Olympic Boulevard
Los Angeles, CA 90064

THE HOLLYWOOD REPORTER, LLC,


11355 W. Olympic Boulevard
Los Angeles, CA 90064

INDIEWIRE MEDIA, LLC,


11355 W. Olympic Boulevard
Los Angeles, CA 90064

ROLLING STONE LLC,


475 Fifth Avenue
New York, NY 10017

SHEMEDIA, LLC,
475 Fifth Avenue
New York, NY 10017
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Case 1:25-cv-03192 Document 1 Filed 09/12/25 Page 2 of 101

SOURCING JOURNAL MEDIA, LLC,


475 Fifth Avenue
New York, NY 10017

SPORTICO MEDIA, LLC,


475 Fifth Avenue
New York, NY 10017

VARIETY MEDIA, LLC,


11355 W. Olympic Boulevard
Los Angeles, CA 90064

and

VIBE MEDIA PUBLISHING, LLC,


11355 W. Olympic Boulevard
Los Angeles, CA 90064
Plaintiffs,

v.

GOOGLE LLC,
1600 Amphitheatre Parkway
Mountain View, CA 94043

and

ALPHABET INC.,
1600 Amphitheatre Parkway
Mountain View, CA 94043
Defendants.

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Case 1:25-cv-03192 Document 1 Filed 09/12/25 Page 3 of 101

TABLE OF CONTENTS

I. NATURE OF THE ACTION ..............................................................................................1

II. JURISDICTION AND VENUE ..........................................................................................5

III. THE PARTIES.....................................................................................................................6

IV. FACTUAL ALLEGATIONS ..............................................................................................9

A. Penske Media Corporation and Its Diverse Body of High-Quality


Content .....................................................................................................................9

B. Funding High-Quality Content Through Web Traffic ...........................................14

C. Distribution of Publisher Content Through Search ...............................................17

1. The Content Distribution Relationship Between General Search


Services and Publishers..............................................................................18

2. The Importance to PMC of Its Content Distribution


Relationship with Google ..........................................................................21

D. Google’s Search Monopoly ...................................................................................23

E. Google’s Forced Entry into Online Publishing Markets........................................24

1. The Online Publishing Market ...................................................................25

2. Google’s Transformation from a Search Engine to Web


Publisher ....................................................................................................27

a) Phase I: Google republishes other online publishers’


content on its SERP. ......................................................................28

ii) Phase II: Google develops GAI, uses GAI to rewrite


other publishers’ content, then publishes that derivative
content on its SERP. ......................................................................35

F. How Google’s GAI Products Work .......................................................................42

1. Bard ............................................................................................................44

2. Gemini........................................................................................................45

3. Search Generative Experience ...................................................................49

4. AI Overviews and AI Mode.......................................................................51

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Case 1:25-cv-03192 Document 1 Filed 09/12/25 Page 4 of 101

G. Google’s Unauthorized Use of Publisher Content for AI Training .......................61

H. The Fundamental Threat Google Poses to Online Publishing ...............................66

V. THE UNLAWFULNESS OF GOOGLE’S MISAPPROPRIATION OF


DIGITAL PUBLISHERS’ CONTENT .............................................................................74

A. Reciprocal Dealing.................................................................................................74

B. Monopoly Maintenance .........................................................................................80

C. Unjust Enrichment .................................................................................................83

COUNT I: Reciprocal Dealing in Violation of Section 1 of the Sherman Act..............................86

COUNT II: Reciprocal Dealing in Violation of Section 2 of the Sherman Act ............................88

COUNT III: Unlawful Monopoly Leveraging in Violation of Section 2 of the


Sherman Act.......................................................................................................................90

COUNT IV: Unlawful Monopolization in Violation of Section 2 of the Sherman Act ................91

COUNT V: Unlawful Attempted Monopolization in Violation of Section 2 of the


Sherman Act.......................................................................................................................92

COUNT VI: Common Law Unjust Enrichment ............................................................................94

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Plaintiffs Penske Media Corporation, Artforum Media, LLC, Art Media LLC, Billboard

Media, LLC, Deadline Hollywood, LLC, Fairchild Publishing, LLC, Gold Derby Media, LLC,

The Hollywood Reporter, LLC, Indiewire Media, LLC, Rolling Stone LLC, SheMedia, LLC,

Sourcing Journal Media, LLC, Sportico Media, LLC, Variety Media, LLC, and Vibe Media

Publishing, LLC (collectively “PMC” or “Plaintiffs”), by their attorneys Susman Godfrey L.L.P.,

for their complaint against Defendants Google LLC and Alphabet Inc. (together, “Google”),

allege as follows:

I. NATURE OF THE ACTION

1. This action challenges Google’s abuse of its adjudicated monopoly in General

Search Services to coerce online publishers like PMC to supply content that Google republishes

without permission in AI-generated answers that unfairly compete for the attention of users on the

Internet in violation of the antitrust laws of the United States. This conduct threatens to perpetuate

Google’s general search monopoly into the era of generative search and to expand it into online

publishing, restricting competition in those markets and reducing the production of original content

for consumers.

2. Google’s conduct is especially threatening to publishers like PMC. PMC depends

on referrals from Google’s monopoly search engine for a large portion of the revenue that it

devotes to producing original online content through over 25 print and digital properties that

include such iconic brands as Billboard, Deadline, Rolling Stone, Variety, and VIBE, as well as

numerous other industry leading publications including ARTnews, ARTFORUM, Gold Derby,

The Hollywood Reporter, Indiewire, Sportico, sheknows, Sourcing Journal, WWD (Women’s

Wear Daily), and many others. PMC’s award-winning content attracts a passionate monthly

audience of more than 120 million visitors in the United States alone and nearly double that

globally. In PMC’s own words, “We are a CONTENT company; content is our lifeblood. We must

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remain dedicated to delivering the most unique and compelling content to our audiences every

day, never sacrificing a strong point-of-view for a quick win.”

3. Providing such a broad range and quantity of high-quality content requires

enormous ongoing investment in human talent, technology, and infrastructure. Yet much of PMC’s

digital content—including a remarkable 6.7 million URLs that have been indexed by Google—is

free to consumers. A significant portion of PMC’s revenue relies on traffic to its websites which

allows PMC to earn revenue from digital advertising, affiliate links and subscriptions to its

publications, allowing PMC to provide content to consumers for free.

4. For example, PMC earns revenue from advertising “impressions” shown to users

who visit PMC sites, as well as affiliate commissions when users make purchases after clicking

the links found on PMC sites. In some cases, PMC charges subscription fees for its publications,

placing content behind a “paywall” that allows PMC to earn sufficient revenue to maintain quality

journalism. However, subscriptions for those publications are often reliant on users first reading

their content and then subscribing for those paid publications. These revenue streams rely on

people actually visiting PMC sites. Fewer visitors mean lower advertising, affiliate, and

subscription revenues, and lower revenues mean less money available to support the generation of

news, opinion, investigative journalism, and other content that millions of Americans have come

to rely on and enjoy.

5. PMC allows Google to crawl its websites to index the content on those sites for the

limited purpose of generating search referral traffic to PMC’s websites. The exchange of access

for traffic is the fundamental bargain that supports the production of content for the open

commercial Web.

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6. But in recent years, Google has begun to tie its participation in this bargain to

another transaction to which PMC and other publishers do not willingly consent. As a condition

of indexing publisher content for search, Google now requires publishers to also supply that

content for other uses that cannibalize or preempt search referrals.

7. These uses include prompting generative artificial intelligence (“GAI”) programs

running “large language models” (“LLMs”) to summarize publisher content that is responsive to

user search requests in “AI Overviews” that appear ahead of search results on Google’s search

engine results page (“SERP”). They also include training the LLMs that Google uses to generate

AI Overviews, as well as excerpting key portions of publisher content in “Featured Snippets,”

including in a format called “Questions and Answers,” that appear prominently on Google’s SERP.

8. Because AI Overviews and Featured Snippets often provide the answers to user

search queries, and because the answers are featured advantageously on Google’s SERP, they

generate lower click-through rates to the original sources from which Google generates the

answers, if Google provides links to those sources at all. Google’s foray into online publishing is

designed to make Google a destination, rather than a search origination point to other websites.

9. But for the exercise of its monopoly power to tie crawling for these substitutive

purposes to crawling for search and high placement on the SERP, Google would pay publishers

like PMC separately for the right to republish and train and ground LLMs with their content. If it

did not, publishers would limit or block Google from crawling their websites for any purpose.

10. Because Google does exercise such monopoly power, PMC and other publishers

are forced to acquiesce to this misappropriation of their content. Moreover, even if Google did

provide a way to separately opt out of republishing in AI Overviews and Featured Snippets,

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Case 1:25-cv-03192 Document 1 Filed 09/12/25 Page 8 of 101

publishers would be deterred from doing so by the presentation of those features in a way that

deprecates search results.

11. Google’s use of its monopoly power to coerce publishers to supply content for

other, often competing, purposes as a condition of receiving search referrals from Google amounts

to a form of unlawful reciprocal dealing that harms competition in violation of the Sherman Act.

In many circumstances, it also constitutes common-law unjust enrichment.

12. Google’s reciprocal dealing reduces publishing output by depriving publishers of

the revenues that, in a market that Google had not unlawfully monopolized, they would otherwise

earn by either licensing their content for those uses or selling advertising to serve the traffic that

those uses commandeer. These uses also unlawfully maintain Google’s General Search Services

monopoly by raising the costs of rivals who lack its power to coerce publishers to provide their

content for free to develop competing products with comparable features.

13. PMC is particularly affected by Google’s coercive practices. PMC writers and

editors are focused on delivering unique, compelling content that readers can rely on to be correct,

thoughtful, and rigorously reported with the highest journalistic standards: everything from up-to-

the minute developments in the art world (ARTnews) to deep-dive think pieces on the

entertainment industry (Variety) to advice for parents on which infant formulas are the most

nutritious and safest for growing babies (sheknows). Such informative content is exceptionally

valuable to Google for generating AI Overviews and Featured Snippets, and especially subject to

diversion of traffic by the answers those features provide. Indeed, Google takes for free this

informative content—the product of creativity, time, and labor expended by human journalists.

14. Google’s conduct is already eroding incentives for PMC and other publishers to

produce such valuable and useful content. PMC supports fair, sustainable business models for

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Case 1:25-cv-03192 Document 1 Filed 09/12/25 Page 9 of 101

content publishers in the era of AI, and has and will continue to consider potential agreements to

license its content for GAI related purposes. But if not abated, Google’s conduct threatens to leave

the public with an increasingly unrecognizable Internet experience, in which users never leave

Google’s walled garden and receive only synthetic, error-ridden answers in response to their

queries—a once robust but now hollowed-out information ecosystem of little use and unworthy of

trust.

15. The law does not permit Google’s systematic anti-competitive conduct. By this

action, PMC seeks to hold Google responsible for the millions of dollars of harm it is causing and

illicit profits it is reaping by misappropriating PMC’s unique and valuable works, and to protect

the public’s continued access to high-quality and trustworthy online information.

II. JURISDICTION AND VENUE

16. The Court has subject matter jurisdiction under 28 U.S.C. §§ 1331, 1337(a),

1338(a), and 1367, as well as 15 U.S.C. § 15, because this action arises under the laws of the

United States, specifically the Sherman Act of 1890, 15 U.S.C. § 1, et seq. and the Clayton Act,

15 U.S.C. §§ 12-27.

17. Jurisdiction over Google is also proper because it is registered to do business in the

District of Columbia and has purposely availed itself of the privilege of conducting business in the

District of Columbia. A substantial portion of Google’s monopoly maintenance conduct alleged

herein occurred in the District of Columbia, including through the employment of engineering and

technology personnel for purposes of GAI development and marketing, as well as through the

distribution and sale of Google’s republishing and GAI products and services to District of

Columbia residents. Furthermore, Google maintains large offices in the District of Columbia.

18. Venue is proper pursuant to Sections 4 and 12 of the Clayton Act (15 U.S.C. §§ 15,

22) because Google or its agents who participated in its unlawful conduct reside or may be found

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Case 1:25-cv-03192 Document 1 Filed 09/12/25 Page 10 of 101

in this District. Venue is also proper under 28 U.S.C. § 1391(b)(2) because a substantial part of

the events giving rise to PMC’s claims occurred in this District, including Google’s monopoly

maintenance activities and the sales of Google’s GAI products based on the commercial

exploitation of PMC’s content within this District.

III. THE PARTIES

19. Plaintiff Penske Media Corporation (“PMC”) is a Delaware corporation with its

headquarters and principal place of business at 11355 W. Olympic Boulevard, Los Angeles, CA

90064. PMC is the direct or indirect parent of the other Plaintiffs.

20. PMC is an American media, publishing, and information services company with

over 25 print and digital properties that include such iconic brands as Billboard, Deadline, Rolling

Stone, Variety, and VIBE, as well as numerous other industry leading publications including

ARTnews, ARTFORUM, The Hollywood Reporter, Indiewire, Sportico, sheknows, Sourcing

Journal, WWD (Women’s Wear Daily), and many others. PMC’s award-winning content engages

a monthly audience of more than 120 million visitors in the United States alone and nearly double

that globally.

21. Plaintiff Art Media, LLC (“ART Media”) is a Delaware limited liability corporation

with its principal place of business located at 475 Fifth Avenue, New York, NY 10017. ART Media

publishes the website artnews.com.

22. Plaintiff Artforum Media, LLC (“ARTFORUM”) is a Delaware limited liability

corporation with its principal place of business located at 475 Fifth Avenue, New York, NY 10017.

Artforum publishes the website artforum.com.

23. Plaintiff Billboard Media, LLC (“Billboard”) is a Delaware limited liability

corporation with its principal place of business located at 11355 W. Olympic Boulevard, Los

Angeles, CA 90064. Billboard publishes the website billboard.com.

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24. Plaintiff Deadline Hollywood, LLC (“Deadline”) is a Delaware limited liability

corporation with its principal place of business located at 11355 W. Olympic Boulevard, Los

Angeles, CA 90064. Deadline publishes the website deadline.com.

25. Plaintiff Gold Derby Media, LLC (“Gold Derby”) is a Delaware limited liability

corporation with its principal place of business located at 11355 W. Olympic Boulevard, Los

Angeles, CA 90064. Gold Derby publishes the website goldderby.com.

26. Plaintiff Fairchild Publishing, LLC (“Fairchild”) is a Delaware limited liability

corporation with its principal place of business located at 475 Fifth Avenue, New York, NY 10017.

Fairchild publishes the website wwd.com.

27. Plaintiff The Hollywood Reporter, LLC (“Hollywood Reporter”) is a Delaware

limited liability corporation with its principal place of business located at 11355 W. Olympic

Boulevard, Los Angeles, CA 90064. Hollywood Reporter publishes the website

hollywoodreporter.com.

28. Plaintiff Indiewire Media, LLC (“Indiewire”) is a Delaware limited liability

corporation with its headquarters and principal place of business located at 11355 W. Olympic

Boulevard, Los Angeles, CA 90064. Indiewire publishes the website indiewire.com.

29. Plaintiff Rolling Stone LLC (“Rolling Stone”) is a Delaware limited liability

corporation with its principal place of business located at 475 Fifth Avenue, New York, NY 10017.

Rolling Stone publishes the website rollingstone.com.

30. Plaintiff SheMedia, LLC (“SheMedia”) is a Delaware limited liability corporation

with its principal place of business at located at 475 Fifth Avenue, New York, NY 10017.

SheMedia publishes the websites sheknows.com, theflowspace.com, and stylecaster.com.

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31. Plaintiff Sourcing Journal Media, LLC (“Sourcing Journal”) is a Delaware limited

liability corporation with its principal place of business at 475 Fifth Avenue, New York, NY

10017. Sourcing Journal publishes the website sourcingjournal.com.

32. Plaintiff Sportico Media, LLC (“Sportico”) is a Delaware limited liability

corporation with its headquarters and principal place of business located at 475 Fifth Avenue, New

York, NY 10017. Sportico publishes the website sportico.com.

33. Plaintiff Variety Media, LLC (“Variety”) is a Delaware limited liability corporation

with its headquarters and principal place of business located at 11355 W. Olympic Boulevard, Los

Angeles, CA 90064. Variety publishes the website variety.com.

34. Plaintiff Vibe Media Publishing (“VIBE”) is a Delaware limited liability

corporation with its principal place of business located at 11355 W. Olympic Boulevard, Los

Angeles, CA 90064. VIBE publishes the website vibe.com.

35. Defendant Google LLC is a limited liability company organized and existing under

the laws of the State of Delaware and headquartered in Mountain View, California. Google is

owned by Alphabet Inc., a publicly traded company incorporated and existing under the laws of

the State of Delaware and headquartered in Mountain View, California.

36. Defendant Alphabet Inc. is a publicly traded company incorporated and existing

under the laws of the State of Delaware and headquartered in Mountain View, California. Alphabet

Inc. was created as a holding company for Google in late 2015, and Alphabet controls Google’s

day-to-day operations. Virtually all of Alphabet Inc.’s revenue comes from Google LLC. Since

December 2019, Alphabet and Google have had the same Chief Executive Officer. As a result of

Alphabet Inc.’s operational control, Google LLC is Alphabet Inc.’s alter ego.

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Case 1:25-cv-03192 Document 1 Filed 09/12/25 Page 13 of 101

IV. FACTUAL ALLEGATIONS

A. Penske Media Corporation and Its Diverse Body of High-Quality Content

37. PMC was founded in 2003 (though many of its brands’ legacies extend back much

farther), and it has since grown into a global media organization built on superior content from the

industry’s brightest talent, all while upholding the standards of journalism critical to sustaining the

evolution of modern media. Above all, PMC prizes high-quality content for its monthly audience

of more than 120 million visitors in the United States alone. PMC’s driving purpose is to deliver

the most unique and compelling content to its users every day, prioritizing credible point of view

over quick wins. To do so, PMC employs nearly 800 individuals focused on publishing, including

writers, reporters, and editors. PMC’s high-quality content is the direct result of the creativity,

time, and labor of these contributors.

38. Media consumers turn to PMC for reliable journalism, strong perspectives, and

compelling storytelling. PMC strives to be on the cutting edge of the news, but never at the expense

of accuracy: It’s not just about being the first to publish a story, it’s also about getting the story

right. PMC is committed to thoughtful and thorough reporting that applies the highest journalistic

standards—and it invests tremendous resources to ensure that it does so.

39. PMC’s audience consists of the world’s top business leaders, creatives, and

influencers, as well as millions of ordinary people seeking out the most current news, cultural

insights, fashion updates, and product information. PMC’s properties range from some of the most

well-established media brands to some of the most exciting new offerings, and include the

following:

40. Rolling Stone. Founded in 1967, Rolling Stone has been the leading voice of music

and popular culture for over 50 years. Rolling Stone generates an average of 87 million page views

per month. The multi-media brand features the latest in music reviews, in-depth interviews, hard-

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Case 1:25-cv-03192 Document 1 Filed 09/12/25 Page 14 of 101

hitting political commentary, and award-winning journalism. Rolling Stone’s first editor-in-chief,

Jan Wenner, explained it as “a new publication reflecting what we see are the changes in rock and

roll and the changes related to rock and roll” 1—and it has since grown into a cultural force.

41. Rolling Stone’s website includes, in addition to the distinctive coverage of current

events and political opinion for which Rolling Stone has long been known, iconic photography,

world class music coverage, in-depth profiles, and investigative reporting, as well as a “RS

Recommends” section providing reviews and recommendations for books, electronics, and

lifestyle products. These reviews often link to reviewed products. Rolling Stone receives affiliate

commissions for purchases made through those provided links.

42. Billboard. The first issue of Billboard was published in 1894 to cover billboard

advertising. Fast-forward 130 years, and Billboard has become a leading authority for artists and

music industry insiders alike. Billboard features unrivaled reporting on music news, issues and

trends, and the industry’s definitive charts (including the Billboard Hot 100, the Billboard 200,

and the Billboard Global 200), encompassing the most complete and well-respected database of

charts across all music genres. Billboard generates 55 million monthly pageviews on average

across its offerings of music news, cultural commentary, and industry insights.

43. Variety. Since 1905, the most influential leaders and decision makers in

entertainment have turned to Variety for timely, credible and straightforward news, analysis, and

perspective. Variety takes its readers behind the cameras, curtains, and screens of film, television,

theatre, and digital media with its award-winning combination of breaking news reporting,

insightful deep-dive think pieces, and engaging, must-read feature spotlights. Martin Scorsese

1
ROLLING STONE (Nov. 9, 1967).

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described it “the single most formidable trade publication ever.” 2 Coinages that have worked their

way into the English lexicon such as “payola” and “striptease” are attributed to Variety. 3

Variety.com receives 24 million monthly average visitors and an average of over 78 million

monthly pageviews.

44. The Hollywood Reporter. Founded in 1930, The Hollywood Reporter was

Hollywood’s first daily entertainment industry newspaper. Over the decades since, it has continued

as a flagship media publication. The Hollywood Reporter’s website, Hollywoodreporter.com, has

repeatedly been recognized as best-in-class garnering numerous awards for its journalism. The

website Hollywoodreporter.com garners more than 14.5 million average unique monthly views.

45. Deadline. In 2006, Deadline’s founder, Nikki Finke, realized she needed a quicker

way of breaking stories about show business to her audience than print would allow. Deadline

Hollywood Daily (now Deadline, or Deadline.com) was thus born. With over 49 million monthly

page views, Deadline is the authoritative source for breaking entertainment industry news.

46. SheMedia. SheMedia’s flagship websites sheknows.com, stylecaster.com and the

most recent, theflowspace.com, are premier lifestyle sites for women. They inform, inspire,

support, and give voice to women around the world. Their rich editorial ranges from health, food,

and family to career and entertainment.

47. ARTFORUM. ARTFORUM is the publisher of record for the contemporary art

industry and holds the unique roles of institution, nexus, and foremost tastemaker of the art world.

It delivers the highest level of critical discourse about contemporary visual culture to a diverse

2
Variety: An Illustrated History of the World from the Most Important Magazine in Hollywood
(foreword).
3
Hillard, Gloria. A Century of 'Variety'-Speak, NATIONAL PUBLIC RADIO, (June 18, 2005),
https://www.npr.org/templates/story/story.php?storyId=4708916.

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international audience and is often the first to identify artists whose work comes to define eras.

Launched in California in 1962, Artforum moved to New York in 1967, where it is still based.

48. ARTnews. ARTnews has been the most trusted source for news of the global art

world and the art market since 1902. ARTnews is a digital-first publication that delivers

up-to-the-minute developments across its website and newsletters. The publication’s thousands of

contributors have included Alfred Barr, Bernard Berenson, Kenneth Clark, Robert Coles, Arthur

Danto, Carlos Fuentes, Pete Hamill, Aldous Huxley, Steve Martin, Louise Nevelson, Bob Nickas,

Francine Prose, Harold Rosenberg, David Salle, Jean-PaulSartre, and William Carlos Williams.

49. Gold Derby. Gold Derby, founded in 2000, is the original awards-show authority,

tracking the most competitive races in entertainment with predictions, analysis, and news,

including the Academy Awards, Emmys, Golden Globes, Grammys, Tonys, and more. Gold Derby

compiles predictions from the industry’s top awards pundits alongside editors and users to ensure

the highest degree of accuracy for nominations and wins.

50. IndieWire. IndieWire reports on, defines, and elevates the best of film and TV and

is a go-to source for creators and consumers to discover new voices. IndieWire champions

contenders to the awards-voting community through, among other things, year-round awards

coverage and premium editorial franchises. Branded the “online heartbeat of the world’s

independent film community” by Forbes and dubbed “best indie crossroads” by film critic Roger

Ebert, IndieWire launched in July 1996 and joined PMC’s portfolio of leading global media brands

in January 2016.

51. Sourcing Journal. Sourcing Journal is the premier trade publication for apparel

and textile executives focused on sourcing and manufacturing. Founded in 2009, Sourcing

Journal’s expert editorial team leads the industry conversation with smart investigative journalism,

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breaking news, and analysis of global market conditions. Sourcing Journal leads the trade as the

destination for apparel and textile executives looking to make sense of an increasingly complex

sourcing landscape.

52. Sportico. Launched in June 2020, Sportico is the default resource for professionals

seeking the latest and highest quality news and information in the worldwide sports industry.

Sportico delivers breaking headlines and analysis championing the innovation and creativity that

will change not only the business of sports, but the world. Sportico empowers readers with the

context and insights needed to understand an evolving sports ecosystem.

53. VIBE. VIBE is a premier destination for music, entertainment, and cultural content

for a global multicultural audience. For more than 25 years, VIBE has been influential in

chronicling celebrities, sounds, fashion, and events from hip hop and R&B to the modern-day

converging landscape. Today, VIBE highlights the manifestations of social justice while sparking

dialogue that informs as well as issues change.

54. WWD. Founded in 1910, Women’s Wear Daily, now WWD, is the daily media of

record and the industry voice of authority for senior executives in the global women’s and men’s

fashion, retail, and beauty communities. Often referred to as “the fashion bible,” WWD provides

a balance of timely, credible business news and key fashion trends to a dedicated readership of

retailers, designers, manufacturers, marketers, financiers, Wall Street analysts, international

moguls, media executives, ad agencies, socialites, and trend-makers. WWD’s online platform,

wwd.com, receives 8.9 million unique monthly visitors. WWD also offers definitive coverage of

the Beauty and Footwear industries. Beauty Inc. is the insider’s guide to the global beauty

community. Footwear News is the publication of record for senior footwear and fashion executives

and a must-read for shoe-obsessed consumers.

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B. Funding High-Quality Content Through Web Traffic

55. Much of PMC’s content is entirely free to users. This is because PMC receives a

significant portion of its revenue through digital advertising, commissions when a user purchases

a product through an affiliate link on its sites, and subscription fees for certain of its products—all

of which depend on user traffic to PMC’s websites.

56. A significant portion of PMC’s web traffic-based revenue depends on search

engines like Google. Because of the vast amount of content available on the Internet, search

engines like Google aggregate and index that content, creating a gateway for users to meaningfully

engage with online content. PMC, like other publishers, permits Google to access and index its

content to enable users to find PMC online content through queries on these search engines.

57. For display advertisements, PMC typically earns money based on the total number

of ads (or “impressions”) that are shown to users. In most cases, PMC earns money based on the

number of impressions that are shown to visitors, with an impression equaling one instance in

which the advertisement was shown. More visitors mean more ads, which means higher ad

impression revenues. Fewer visitors mean fewer ads, which means lower ad impression revenue.

58. For example, a user entering a query on Google for “The Real Ozzy Osbourne” will

see at the top of the organic search results Rolling Stone’s article from July 23, 2025, the day after

Ozzy Osbourne’s death, entitled: “Ozzy and Me: How I got to Know the Real Ozzy Osbourne,”

by Kory Grow, a well-known, veteran music journalist with more than 20 years of experience who

has been employed by Rolling Stone since January 2014. Clicking the search result will bring the

user to that article on rollingstone.com, which includes insightful details about Ozzy Osbourne

based on information learned by Mr. Grow from his more than 20 interviews of Ozzy Osbourne

and the special rapport that he developed with one of the world’s most iconic musicians over a 15-

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year period. This content is free for the user. But Rolling Stone monetizes user traffic to that

article—and others—through display advertising.

59. PMC also earns money through affiliate referral links. For example, certain of

PMC’s brands, such as Rolling Stone, research and create product reviews such as Rolling Stone’s

“RS Recommends” July 15, 2025 article, “The Best Sounding Wireless Earbuds of 2025: Tried

15
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and Tested.” In addition to providing information about the earbuds, the article contains links to

Amazon, BestBuy, and other retailers where the reader can purchase the recommended earbuds.

In many cases, PMC will receive a commission when users click on such links and ultimately

purchase the item. In effect, PMC receives compensation for having provided its users with useful

information that guided their purchases. As more users visit the website to read the article, the

likelihood that PMC will receive compensation in the form of commissions—and the amount of

that compensation—increases.

60. Certain of PMC’s brands have paid content offerings. PMC brands ARTFORUM,

ARTnews, Billboard, Rolling Stone, Sourcing Journal, Sportico, The Hollywood Reporter, WWD,

and Variety use a combination of dynamic paywalls and fixed paywalls (“hardwalls”) on their

websites to help generate revenue to support their continued publication of quality content. Users

pay subscription fees to access certain content from these brands because they value the content,

and PMC in turn uses those fees to continue funding the in-depth, high-quality content that users

have come to expect and enjoy. However, subscription for these publications is driven in large part

by traffic to PMC’s websites. Consumers often want to read a sampling of the content first before

agreeing to subscribe for that site’s content.

61. A user that visits a PMC website from a search query will also be shown links to

other PMC content. For example, the Rolling Stone article “The Best Sounding Wireless Earbuds

of 2025” includes links to the latest articles published on Rolling Stone. PMC also derives

significant revenue from users originating from search engines like Google that go on to explore

additional PMC content.

62. The revenue that PMC receives by reason of user traffic to its websites, whether

via display advertising on the sites, links to retailers, subscriptions for its paid content offerings,

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or some other arrangement, helps PMC to make the substantial investments in content described

above, which in turn ensures PMC is able to continue providing users with the high-quality content

they have come to enjoy.

63. Google is threatening this business model by directly providing users with PMC

content, or a close facsimile of it, on a GAI-powered search results page or from some other GAI

tool. The resulting decrease in user visits to PMC sites diminishes PMC’s revenue, which in turn

threatens PMC’s ability to continue investing in and producing high-quality content.

64. PMC has built its business and reputation on its commitment to providing millions

of consumers with exceptional, original content that is rigorously reported with the highest

journalistic standards. While PMC’s websites continues to serve hundreds of millions of visitors

annually, PMC’s business model is challenged by the appropriation of content that PMC makes

available to Google for search indexing, and which Google utilizes for free for separate purposes

that unfairly compete with PMC in the market for online publishing while simultaneously

reinforcing Google’s adjudicated monopoly in General Search Services. 4

C. Distribution of Publisher Content Through Search

65. Internet search puts libraries of information and content in our pockets and on our

desktops. Indeed, there is now so much information available that we seldom ask, “Does the

answer to my question exist?” but rather, “Where can I find it?” We turn to search engines—

usually Google—to direct us to where on the Internet the answer can be found. It is impossible to

overstate the importance of general search engines to the digital information ecosystem, both in

terms of helping users find content and in terms of helping online publishers—like PMC—reach

4
Plaintiff uses the term “General Search Services” consistent with the Court’s defined market in
United States v. Google LLC, 747 F. Supp. 3d at 109-13.

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audiences. As a result, PMC’s business model, like that of almost all other online publishers,

depends on search services for distribution.

1. The Content Distribution Relationship Between General Search Services and


Publishers

66. The role of a search engine is to take in a user’s search query and return search

results that require users to travel to other webpages to explore information responsive to that

query. A search result is thus an informational product that connects users to external webpages

containing information or content relevant to their queries. Put differently, a search engine is an

intermediary between users seeking information and web publishers who provide that information.

Their purpose is not to serve content, but to connect users to where that content resides online.

That is why Google early on defined its search role in this way: “We may be the only people in

the world who can say our goal is to have people leave our website as quickly as possible.” 5

67. In performing its intermediary role, a search engine engages in economic

transactions with each of three constituencies: users, advertisers, and web publishers. With users,

search engines provide search results in exchange for users’ attention to the results delivered on

the SERP in response to queries. With advertisers, search engines monetize this attention by

charging for ads that appear on the SERP alongside or among the search results.

68. User attention is also an input that search engines use to serve their third class of

customers: web publishers. Users seeking answers to their search queries click on search results

to visit a web publisher’s site. The search engine thus converts user attention to search referral

traffic, which it “sells” to the publisher (“Search Referral Traffic”). This form of “search

distribution” is the single-most important way web publishers reach users. Publishers “pay” for

5
Google, Ten Things We Know To Be True, https://about.google/intl/ALL_in/philosophy/ (“We
first wrote these ‘10 things’ when Google was just a few years old.”) (last accessed Sept. 12,
2025).

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search distribution by contributing their websites’ contents and associated metadata to the search

engines, so that the search engine can use that content to generate search results. For the purposes

of this Complaint, we will refer to data contributed by a web publisher to a search engine for search

purposes as “Search Index Data.”

69. The graphic below, as illustrated by the Helena World Chronicle in its class action

antitrust complaint against Google, 6 demonstrates the traditional relationship search engines have

with each of the three classes of customers and the quid pro quo that takes place with respect to

providing General Search Services.

70. Search engines store Search Index Data from web publishers in a “search index,”

which is a database containing copies of that content along with pointers to the location of that

content on the web. Search engines generate search results using algorithms to parse the content

6
See Helena World Chronicle, LLC, et al. v. Google LLC, et al., Case No. 1:23-cv-03677-APM,
Dkt. No. 27 at 27 (Am. Compl. ¶ 40) (D.D.C. May 13, 2024).

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in their indexes and find which content is most relevant to users’ queries. The quality of a search

engine’s results depends on (1) the scope of its search index and (2) the quality of its relevance

algorithms.

71. With respect to Google, publishers contribute Search Index Data to Google’s search

index by permitting Google to use its “Googlebot” web crawler to crawl and index the publishers’

sites. A web crawler is a software program that systematically visits websites and collects

information about their contents, such as the titles, headings, pages contents, images, links, and

keywords. Googlebot follows the links on each website to discover new pages and add them to

Google’s search index.

72. Publishers can block their content from Googlebot through a file on their websites

called robots.txt. This file specifies which pages or sections of the website specific web crawlers

can access. By editing their robots.txt file, publishers can opt out of Google’s search distribution

and prevent their websites from appearing in Google’s search results. When publishers do not

block Googlebot in their robots.txt files, Google includes their content in its search index.

73. Google claims that publishers who contribute high-quality content to its Search

Index are rewarded with search traffic. Google’s “Search Essentials” provides publishers with best

practices for helping their web-based content “perform well on Google Search.” 7 Those best

practices include creating “helpful, reliable, people-first content” that demonstrates a depth of

knowledge, helps people learn about a topic, and is useful to a specific audience. 8 This is precisely

the type of content published by PMC.

7
Google, Google Search Essentials (last updated Feb. 4, 2025),
https://developers.google.com/search/docs/essentials.
8
Google, Creating helpful, reliable, people-based content (last updated Feb. 4, 2025),
https://developers.google.com/search/docs/fundamentals/creating-helpful-content.

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2. The Importance to PMC of Its Content Distribution Relationship with Google

74. Success for an online publisher like PMC requires that it generate revenue from

online content sufficient to fund continued broad content creation. PMC receives revenue from

advertisements, affiliate links, and/or subscriptions only because users visit its websites. PMC’s

online publishing business depends on users finding it through search, which in turn depends on

PMC continually generating helpful content and providing Google with access to that content for

search indexing purposes.

75. Importantly, PMC cannot simply replace search traffic with traffic from other

sources. Search traffic is “intentional,” meaning it comes from users who are actively seeking out

information about a specific topic. If a search engine stops sending search traffic to a PMC site,

then that traffic is lost to PMC—there is no practical way to make it up with traffic from other

sources, such as social media. This is because, as the District Court for the District of Columbia

explained in its liability opinion in United States v. Google (the “Government Search Case”), “[n]o

user could confuse a [General Search Engine (GSE)] with . . . a social media site. Unlike [social

media sites], GSEs are a gateway to the World Wide Web. . . . Search on a GSE therefore is not

constrained by subject matter, inventory, or query type.” 9

76. PMC, like other publishers, permits Google to access its content and include it in

Google’s search index to generate traffic to PMC’s websites via search results. PMC permits

Google to use its “Googlebot” web crawler to crawl and index vast swaths of the content on its

sites. Inherent in this value exchange with Google is the expectation that Google’s SERPs will

direct users to PMC’s sites. When users click on a Google search result to visit PMC’s sites, PMC

can monetize that traffic.

9
United States v. Google, 747 F. Supp. 3d 1, 110 (D.D.C. 2024) (citations omitted).

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77. Google understands, recognizes, and encourages this “fundamental fair exchange

between Google and the web.” 10 In Google’s words: “Google crawls, indexes and links to websites

in search results, and each search result includes a short preview of what to expect at the site.

Websites gain free traffic from users interested in what they have to offer, and each user visit is an

opportunity to build a long-term relationship and monetize through advertising, affiliate links, or

subscriptions.” 11 Through this process, Google supposedly supports “a healthy ecosystem of fresh

and useful content . . . by sending visitors to websites small and large through our search results.”12

Google has repeatedly reinforced this message over the years, telling the public that it “will

continue to prioritize approaches that send valuable traffic and support a healthy, open web.” 13 As

recently as August 2025, Google reassured the public, including publishers, that “[a]s a search

company, we care passionately — perhaps more than any other company — about the health of

the web ecosystem.” 14

78. The revenue that PMC receives by reason of user traffic to its websites enables

PMC to make the continuous and significant investments described above in order to produce

timely, engaging, and accurate content.

79. Because PMC aims to provide its audiences with the best content on the topics it

covers, and because users know and trust PMC’s brands, user traffic to PMC websites from search

engines has been robust. Advertising, affiliate link, and subscription revenue tied to traffic volume

10
Google, Setting the record straight on news (June 26, 2020), https://blog.google/outreach-
initiatives/google-news-initiative/setting-record-straight-news.
11
Id.
12
Google, Our Approach to Search,
https://www.google.com/intl/en_us/search/howsearchworks/our-approach/ (last accessed Sept.
12, 2025).
13
Alphabet Q2 2023 Earnings Call (July 25, 2023), https://abc.xyz/2023-q2-earnings-call/.
14
Liz Reid, AI in Search is driving more queries and higher quality clicks (Aug. 6, 2025),
https://blog.google/products/search/ai-search-driving-more-queries-higher-quality-clicks.

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and search has made PMC’s digital business a success, and, as a result, PMC has been able to

employ many journalists, generating high-quality content for readers at great scale.

80. PMC’s hard-won success, however, is at risk if consumers no longer need to visit

PMC’s online properties to obtain the benefits of its high-quality content because they can get it—

or an apparent facsimile—directly on Google’s SERP. More importantly, consumers lose too, as

Google erodes the revenue that PMC uses to fund creation of authoritative, original, and

trustworthy content—thus undermining publisher incentives to continue to invest in the creation

of new content in the future.

D. Google’s Search Monopoly

81. Google’s search engine business generates annual revenue of nearly $200 billion15

and, by any metric, it possesses monopoly power in the search engine market. In a landmark

decision last year in the Government Search Case, the D.C. District Court found that Google

illegally maintained its monopoly power in that market. The court held that:

(1) there are relevant product markets for general search services
and general search text ads; (2) Google has monopoly power in those
markets; (3) Google’s distribution agreements are exclusive and
have anticompetitive effects; and (4) Google has not offered valid
procompetitive justifications for those agreements. 16

82. Specifically, Google’s anticompetitive agreements were “search distribution

contracts with two major browser developers (Apple and Mozilla); all major OEMs of Android

devices (Samsung, Motorola, and Sony); and the major wireless carriers (AT&T, Verizon, and

T- Mobile) in the United States.” 17 These distribution agreements were critical to Google’s

continued monopoly power in search, as evidenced by the fact that “[i]n 2021, Google paid out a

15
Alphabet 2024 Form 10-K (Feb. 4, 2025),
https://abc.xyz/assets/77/51/9841ad5c4fbe85b4440c47a4df8d/goog-10-k-2024.pdf.
16
United States v. Google, 747 F. Supp. 3d at 32.
17
Id. at 88.

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total of $26.3 billion in revenue share under these contracts … almost four times more than all

other search-related costs combined.” 18 Google would not have been willing to pay such sums

for search distribution if they were not key to maintaining its search monopoly.

83. Thanks to its anticompetitive search distribution conduct, Google maintains

monopoly power with extremely high market share in General Search Services. As the district

court explained:

Plaintiffs easily have demonstrated that Google possesses a


dominant market share. Measured by query volume, Google enjoys
an 89.2% share of the market for general search services, which
increases to 94.9% on mobile devices. This overwhelms Bing’s
share of 5.5% on all queries and 1.3% on mobile, as well as Yahoo’s
and DDG’s shares, which are under 3% regardless of device type. 19

84. Google’s monopoly power, in turn, has allowed it to extract monopoly rents. Again,

the court explained: “Google has exercised its monopoly power by charging supracompetitive

prices for general search text ads. That conduct has allowed Google to earn monopoly profits.” 20

E. Google’s Forced Entry into Online Publishing Markets

85. Charging supracompetitive prices for search ads is not the only way Google reaps

enormous profits from its search monopoly. Google has also developed a playbook whereby it

exploits its dominance in search to coerce firms operating in adjacent markets to supply it with

content. Google then uses that content both (1) to maintain its search monopoly and (2) to compete

against the firms that supplied the content to monopolize the online publishing market. 21

86. Google is a monopsonist in the input market for publisher content used for search

results (the “Input Market”). Monopsony power, or buying power, is the mirror image of monopoly

18
Id.
19
Id. at 119.
20
Id. at 32-33.
21
PMC uses the terms “online publishing” and “digital publishing” interchangeably.

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power. A monopsonist is a buyer with sufficient market power to control prices in an input market.

Put simply, Google’s search monopoly gives it control over online distribution in search results

for online publishers. Google uses that buying power to force online publishers to give up access

to their content without monetary compensation. Google then itself acts as a publisher, either by

republishing portions of other online publishers’ content or by using GAI to summarize the

content. The end result is that users increasingly consume other web publishers’ content on

Google’s SERP, either in abridged or derivative form, which starves those publishers of traffic and

revenue.

87. This strategy of embrace, absorb, and extinguish does two things. First, it raises

further barriers to entry for potential search market entrants, who must then replicate the full stack

of Google services to effectively compete. Second, it also ultimately restricts output in the online

publishing market where Google competes against web publishers.

1. The Online Publishing Market

88. The online publishing market consists of websites and apps on which publishers

display textual content. Online publishing refers to the market for news articles, periodicals,

reports, and other types of information that is made available online. The relevant geographic

market for the online publishing market is the United States.

89. In the earlier days of the Internet, online publishing consisted primarily of websites

and apps dedicated to publishing original content. Many such publishers had started out as

traditional newspaper or magazine publishers, while others began as “web-native” publications

with no offline footprint. Their common characteristic was that they generated original digital

content by investing in writers, content creators, and editors.

90. Unlike content published in physical hard-copy newspapers and magazines, online

publishing is consumed on digital devices connected to the internet. The production of online

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content requires unique knowledge and skills related to the production and dissemination of digital

content via the web, such as experience with website creation, search optimization, and content

management systems.

91. Unlike print media, which requires local access to physical content, online

publishing content can be accessed by anyone, anywhere, who has an internet connection and a

capable device.

92. The online publishing market has received robust industry and public recognition.

Numerous analyst publications recognize the online publishing market. For example, business

intelligence company Statista explains that “The Digital Newspapers & Magazines market

encompasses the online distribution and consumption of journalistic and editorial content through

digital platforms. It includes digital versions of traditional newspapers and magazines, as well as

digital-only publications, accessible through websites, mobile apps, and other digital channels.”22

Universities offer coursework in digital media that include coursework such as “Web Creation for

Content Management Systems,” “Screen-Based Publication Design,” and “Search Engine

Optimization.” 23

93. In addition to PMC, participants in online publishing include digital media

companies such as Buzzfeed, People Inc. (formerly known as Dotdash Meredith), Hearst, Condé

Nast, NewsCorp/Dow Jones, the New York Times, and Ziff Davis. More recently, companies

offering generative AI products have begun to compete in the online publishing market, in many

22
Statista, Digital Newspapers & Magazines – Worldwide,
https://www.statista.com/outlook/amo/media/newspapers-magazines/digital-newspapers-
magazines/worldwide (last accessed Sept. 11, 2025).
23
Northeastern University College of Professional Studies Graduate Programs: Digital Media,
https://catalog.northeastern.edu/graduate/professional-studies/masters-degree-programs/digital-
media-mps/#programrequirementstext (last accessed Sept. 10, 2025).

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instances by republishing content created by original online publishers without permission. For

example, the New York Times’s 10-K explains that it “compete[s] for audience, subscribers,

licensees and advertising against a wide variety of companies, including” not only “content

providers and distributors,” but also “search engines” “and products and tools powered by

generative artificial intelligence (‘AI’).” 24

94. In addition to generating revenue through advertising, affiliate links, and selling

subscriptions to end consumers of the content, online publishing is a critical input to search. Online

publishing content is used by search engines such as Google to populate and enhance, through

short previews of the content, search results.

2. Google’s Transformation from a Search Engine to Web Publisher

95. At least by the early 2010s, Google decided to enter online publishing by

distributing content directly on its SERP. But it did not start hiring writers and editors. It did not

even license content from third parties to republish. Instead, Google began repurposing the content

that online publishers had created by investing in human talent, technology, and infrastructure.

Google crawled publishers’ content for Google’s search index by displaying that content and its

derivatives on its SERP without permission.

96. In the online publishing context, Google’s appropriation of publisher content

occurred in two phases. During Phase I, Google displayed increasingly detailed excerpts

(“snippets”) of other online publishers’ content. Now, with the development of sophisticated GAI

technologies, Google has entered Phase II, in which it uses other online publishers’ content to train

and prompt GAI models to generate content that competes with that same publisher content for

attention on Google’s SERP.

24
New York Times 2024 Form 10-K (Feb. 27, 2025), available at https://nytco-
assets.nytimes.com/2025/02/2024-10-K.pdf.

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97. Google’s shift to Phase II fundamentally alters the terms in the Input Market.

Google now uses the inputs (online publishing content) not only to populate search results, but

also as an input for Google to directly compete with online publishers in the relevant output

market for online publishing (through Google’s AI Overviews). Google’s use of online publishing

content to compete directly with publishers, without compensation to those publishers, constitutes

an underpayment to those online publishers in the Input Market for search.

a) Phase I: Google republishes other online publishers’ content on its SERP.

98. Phase I of Google’s online publishing strategy can be called the “republishing

phase.” Google simply began republishing portions of others’ digital content on its general search

and other pages. Over time, this republishing got more extensive, blatant, and egregious.

99. Google’s republishing started with its news search service, Google News, which it

has offered since 2002. Google News is a form of specialized search, which is distinct from its

general search service. Google introduced the beta version of Google News in September 2002,

and it launched the product officially in January 2006. Users access Google News through a unique

URL, news.google.com, or by clicking a tab at the top of Google’s general search page. Unlike

Google’s general search SERP, the Google News SERPs exclusively link to news content.

100. Initially, Google News provided news search results which were distinct from

publishing in that their purpose was to guide users to websites containing news content, not for the

users to consume the content directly on the SERP. Over time, however, Google began to transition

its Google News SERPs away from displaying news search results towards actually publishing

news content.

101. Google began by posting headlines, images, and short snippets from news articles

on Google News. By 2005, publishers started to complain that Google was simply republishing

their content. For example, Agence France Presse (“AFP”) sued Google alleging that this display

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of its content constituted copyright infringement. The case settled, and Google ultimately agreed

to begin licensing that content for a time beginning in 2007.

102. By May 2012, Google began to port its Google News content to its general search

SERP. In that month, Google introduced the “Knowledge Panel” to its SERP. The panel contained

rich-text answers to different types of user queries. Google designed the Knowledge Panel to

obviate the need for users to leave the SERP page and click Google’s search result links to obtain

answers to their questions. For example, if a user searched for “Washington’s birthday,” the

Knowledge Panel might simply say “February 22” with a link to a webpage containing that fact.

103. In response to news- and information-related search queries, Google’s Knowledge

Panels began to include lengthy snippets of journalistic or informational articles or other

webpages, often with accompanying photos. The presentation of such content in Knowledge

Panels was similar to the content that appeared on Google News SERPs. Observers began to refer

to these snippets on Google’s SERP as “Featured Snippets,” and Google adopted this title as their

official designation as early as 2014. The Knowledge Panels containing Featured Snippets are

often labelled “Top Stories.” In a 2018 blog post, Google provided the following example of an

informational Featured Snippet generated in response to the informational search query, “Why is

the sky blue?”

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104. The appearance of Featured Snippets within the Top Stories panels on Google’s

SERP reduced search traffic to publishers. By publishing other publishers’ content directly on the

SERP, Google disincentivized users from having to click through to a publisher’s website to find

the relevant content. While in some cases, users want more information than is available in a

Featured Snippet and may click through, in many cases they are satisfied with the content that

Google has excerpted and thus stay on Google’s SERP. In fact, by 2019, data indicated that less

than 50% of Google searches resulted in a click-through to the original source, making Google

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more of a walled garden than a traffic director. 25 Digital publishers thus began to complain again

about Google’s expanding misuse of their content. 26

105. In 2015, Google introduced another publishing element to its SERP called “People

Also Ask.” The People Also Ask panel contains a list of questions about a user’s search topic, with

drop-downs containing Featured Snippets chosen by Google to answer those specific questions.

Below is an example of a People Also Ask feature and several of its Featured Snippets:

106. The Featured Snippets in Google’s People Also Ask feature are even more

diversionary than those shown elsewhere on Google’s SERP because they are tailored to the

25
Fishkin, R., Less than half of Google searches now result in a click, SPARKTORO (Aug. 13,
2019), https://sparktoro.com/blog/less-than-half-of-google-searches-now-result-in-a-click/.
26
See, e.g., Essers, L., German publishers start legal action against Google over news snippets,
PCWORLD (June 18, 2014), https://www.pcworld.com/article/439881/german-publishers-start-
legal-action-against-google-over-news-snippets.html.

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questions chosen by Google. While a Featured Snippet in a “Top Stories” panel (the label often

applied to a Knowledge Panel containing journalistic content) will often include general

summaries of an article’s content, a user may nevertheless click through to the underlying story to

answer more detailed questions. But with the People Also Ask panel, Google pulls out the specific

part of an article that is relevant to answering a particular question, discouraging users from

navigating away from Google’s SERP to the pages containing the underlying content. The

screenshot below shows a snippet displayed on the SERP in response to a user’s click on one of

the People Also Ask questions.

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107. Whereas before a user might click through for additional information on Google’s

previous CEOs, in the example above, Google has attempted to answer all related questions on the

SERP page itself, obviating the need to click through.

108. Google refers to Featured Snippets, Top Stories, and People Also Ask as “search

features.” But they are separate and distinct products from search results. This is Google acting as

an answer engine—not a search engine. They constitute a form of publishing because they display

informational and other content to be consumed directly on the SERP rather than sending users to

third-party websites. Though Google’s publishing elements contain links to the underlying articles,

the click-through rate on those links is extremely low. A study by Rand Fishkin, based on

clickstream data from Datos, found that nearly 60% of visits to Google SERPs result in no clicks.27

The reason for these “zero-click” searches is that users can consume enough republished content

directly on Google’s SERP to obviate any need to click through to the original publishers’ pages.

109. Google has thus been republishing digital publishers’ content in publishing

elements on its SERP for more than a decade. Republication in itself is not necessarily a problem—

authorized republication of other creators’ content is a common business model. Reuters, for

example, has built a business around generating news content and licensing it to third parties for

republishing. The non-profit Associated Press has a similar model.

110. The problem is that the creators whose content Google republishes are not willing

suppliers. Google forces them to supply digital content for republishing as a condition of

27
Goodwin, D., Nearly 60% of Google searches end without a click in 2024,
SEARCHENGINELAND (July 2, 2024), https://searchengineland.com/google-search-zero-
click-study-2024-443869; see also Sullivan, L., Nearly Two- Thirds Of Clicks On Google Search
Remain Within Its Ecosystem, MEDIAPOST (July 5, 2024),
https://www.mediapost.com/publications/article/397414/nearly-two-thirds-of-google-searches-
stay-within-i.html.

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obtaining Search Referral Traffic, of which Google is the monopolist supplier to end users (and

is the monopsony buyer for publishers).

111. Google sources the content it uses to populate its publishing elements from the data

that it crawls for its search index. In other words, Google repurposes the Search Index Data digital

publishers provide as republishing content. As discussed below, Google has now doubled down

on this unauthorized conduct not only for Featured Snippets, Top Stories, and People Also Ask

but also for its GAI products, including AI Overviews and AI Mode. Google’s unauthorized

republication of digital publishers’ content for its GAI products is uniquely harmful for publishers

at least because the GAI products more comprehensively republish content—rather than

providing merely a preview or, in its own words, a “snippet”—thus obviating the need for users

to click on the publishers’ website links at all.

112. Until 2019, the only way for digital publishers to prevent Google from republishing

their content was to prevent Google from indexing their content for search at all by blocking

Googlebot in robots.txt. Then, in response to the passage of the EU Copyright Directive that year,

Google introduced the “nosnippets” meta-tag to allow publishers to direct that snippets of their

content not be shown on Google’s SERP.

113. However, while setting the “nosnippets” tag would prevent site content from being

republished as Featured Snippets, it would also prevent snippets from being shown as previews

in search results. This and the preeminent placement of Featured Snippets ahead of search results

on the SERP meant that publishers who used the nosnippets tag to stop Google from republishing

their content experienced an even greater reduction in search referrals than they did by allowing

republication.

34
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114. The decision to opt out of republishing by disallowing snippets or withholding

Search Index Data is a Hobson’s choice. Virtually no digital publishers can afford to take such

drastic action, because withholding data from Google’s search index means demotion on the

SERP or disappearing from Google’s organic search results entirely, and as outlined above,

appearing prominently in Google’s SERP is an essential means of generating traffic and revenue

for digital publishers.

ii) Phase II: Google develops GAI, uses GAI to rewrite other
publishers’ content, then publishes that derivative content on its
SERP.

115. Phase II of Google’s strategy to dominate online publishing centers around GAI.

Google has seized on recent developments in that field to take its misappropriation and

republication of online publishers’ content to the next level, further imperiling their ability to

survive. Once again, Google’s actions are possible only because of its entrenched monopoly in

General Search Services.

116. Google has long developed artificial intelligence for search and other purposes. In

2011, Google launched Google Brain to capitalize on machine learning research and Google’s

enormous computing power. 28 In January 2014, Google purchased London-based AI company

DeepMind for more than $500 million.29

117. Around 2018, Google developed DeepRank, which was based on a second-

generation deep learning model called BERT. According to Dr. Eric Lehman, formerly a

Distinguished Software Engineer at Google, BERT was a “transformational” technology, that

28
Wikipedia, Google Brain, https://en.wikipedia.org/wiki/Google_Brain (last accessed Sept. 12,
2025).
29
Shu, C., Google Acquires Artificial Intelligence Startup DeepMind For More Than $500M,
TECHCRUNCH (Jan. 26, 2014), https://techcrunch.com/2014/01/26/google-deepmind/.

35
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“radically increased the ability of deep learning systems to understand language.” 30 At that point,

it became clear that Google was “looking at a change that would kind of knock all the pieces off

the board of search probably at some point within the next few years.” 31

118. Dr. Lehman and others were aware that the development of a similar technology

outside of Google could have profound implications. As Dr. Lehman wrote concerning BERT in

2018, “One consideration is that such a deep ML [machine learning] system could well be

developed outside of Google—at Microsoft, Baidu, Yandex, Amazon, Apple, or even a startup…

The risk that Google could … be beaten in relevance by another company is highlighted by a

startling conclusion from BERT: Huge amounts of user feedback can be largely replaced by

unsupervised learning from raw text. That could have heavy implications for Google.” 32

119. In 2021, Google completed a third generational LLM—a powerful neural network

trained on vast amounts of text capable of generating human-like responses—called T5 (later,

MUM). This system “achieved essentially human-level performance.” 33

120. In late 2022, a newer company, OpenAI, announced a chat-based AI product called

“ChatGPT,” which could engage in natural conversations, answer questions, and even assist with

tasks like coding and creative writing. The AI technology underlying ChatGPT is also an LLM.

121. ChatGPT quickly captured the public’s imagination and sparked a frenzy among

tech giants to develop their own LLMs and LLM-based products. In the “exuberance of someone

who has like 3 percent share that maybe I’ll have 3.5% share,” Microsoft CEO Satya Nadella

predicted that ChatGPT would “make Google dance.” 34

30
U.S. v. Google, Tr. Trans. (Lehman) 1843:11-1846:22.
31
Id. at 1910:3-22.
32
Id. at 1922:22-1923:12.
33
Id. at 1915:17-20.
34
U.S. v. Google, Tr. Trans. (Nadella) 3532:5-11.

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122. And dance Google did. Google recognized the disruptive threat posed by OpenAI

and other LLM providers and accelerated its own efforts to catch up. Those efforts led to Google

releasing two LLM-based products over the course of the next year. The first was “Bard,” now

known as “Gemini,” which is a standalone, LLM-based chat product similar to ChatGPT. The

second Google LLM-based product was “Search Generative Experience” or “SGE,” now known

as “AI Overviews,” which Google deploys directly on its SERP.

123. Both Bard/Gemini and SGE/AI Overviews constitute forms of online publishing.

Google trained the models underlying those products on digital publishers’ content and uses that

content as inputs to prompt outputs from those products as well, which means that Google once

again is using digital publishers’ own content to compete against them.

124. By 2023, Google had tacitly recognized that the “fundamental fair exchange” that

had previously sustained the web would require a rethink for the AI era. As Google acknowledged,

“existing web publisher controls were developed before new AI and research use cases,” and “a

vibrant content ecosystem” demands that “web publishers hav[e] choice and control over their

content, and opportunities to derive value from participating in the web ecosystem.” 35 Despite this

acknowledgment, Google proceeded to deprive PMC (and countless other publishers) of choice

and control over its content, by conditioning PMC’s appearance in search results on PMC

permitting Google to use its content to feed Google Search’s artificial intelligence features. This

coercive “deal”—the opposite of choice and control—was made possible only by Google’s

overwhelming monopoly power in search. Google itself recognized the coercive nature of this

deal, explaining in internal documents publicly produced in the Government Search Case that it

35
Google, A principled approach to evolving choice and control for web content (July 6, 2023),
https://blog.google/technology/ai/ai-web-publisher-controls-sign-up.

37
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“is considered a forced choice” for publishers. 36 Put simply, Google’s monopoly power in search

gives it monopsony power in the Input Market for publishing content that drives search results—

content which Google secures at below competitive rates.

125. In the Government Search Case, Google competitor Microsoft predicted during the

liability trial that LLMs would complete a merging between search and online publishing in which

Google would dominate:

Q: And is there any expectation, at least in the foreseeable future,


that these LLMs, these ChatGPT products, are going to replace
Internet search?
A: . . . I believe the search category by itself will fundamentally
change, because there’s a new way to think about answering
questions using LLMs versus sort of just giving you the 10 blue
links . . . . 37
126. However, one crucial difference has emerged between Google and products on the

competitive fringe that seek to merge search results into AI-generated answers in this way: the

non-monopolists are paying for at least some publisher content. Other GAI companies have

announced licensing deals in which they pay some (but not all) publishers for this use. 38 Google,

by contrast, through the exercise of its monopoly power in General Search Services, avoids this

cost of acquiring publisher content and gains an unfair commercial advantage over new entrants

in order to extend and entrench Google’s General Search Services monopoly in the potentially

competitive new age of AI-assisted search.

127. For example, during the remedies phase of the Government Search Case, OpenAI’s

Head of Product for ChatGPT testified that OpenAI lacks the “leverage” that Google has “over the

36
PXR0026 at -303-304, U.S. v. Google (Remedies Hearing Exhibits).
37
U.S. v. Google, Tr. Trans. (Nadella) at 3529:10-17.
38
Harmon, G., OpenAI, Perplexity secure more publisher licensing deals, EMARKETER (Dec.
5, 2024), https://www.emarketer.com/content/openai--perplexity-secure-more-publisher-licensing-
deals.

38
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ecosystem because we provide less traffic” to publishers. 39 This restricts OpenAI’s ability to

effectively compete with Google.

128. The D.C. District Court recognized in the Government Search Case remedies

opinion that Google’s monopolistic leverage has contributed to “an increasingly existential

problem faced by publishers and digital content creators: diminishing traffic to their websites.” 40

As the Court explained:

With Google specifically, publishers are caught between a rock and


a hard place. Because publishers rely heavily on Google to drive
traffic to their sites, they have little choice but to allow Google to
crawl their content for inclusion in Google’s search index.
Publishers, however, might want to deny Google permission to use
its content to train and appear in its GenAI offerings, like AI
Overviews, unless compensated. But Google does not offer such full
optionality.

If a publisher does not want Google to display its content in AI Overviews, the court explained,

“it could accomplish that under Google Extended only by opting out of being crawled altogether.

But that is not a tenable choice, as it may mean the publisher’s absence from Google’s search index

and its non-appearance on the SERP, which is critical to directing user traffic to their site.” 41 The

“rock and a hard place” described by the court is paradigmatic coercion. Publishers are caught

between either permitting Google’s underpayment or suffering existential search traffic declines.

129. Google’s coercive power over publishers is a result of Google’s unlawful

maintenance of its search monopoly. To address the harmful effects of Google’s exercise of this

coercive power, in the Government Search Case the Government sought to have the court require

39
U.S. v. Google, Remedies Hr’g Tr. (Turley) 461:20-462:5.
40
United States v. Google LLC, No. 20-CV-3010 (APM), 2025 WL 2523010, at *97 (D.D.C.
Sept. 2, 2025) (citations omitted).
41
Id.

39
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Google to provide greater flexibility to publishers to opt out of Google’s use of their content or

domain to develop a Google product (the “publisher opt out remedy”).

130. The district court declined to impose this so-called “publisher opt-out remedy”

proposed by the Government. The court justified its decision on the lack of a developed factual

record regarding “enhancing publisher control” over Google’s use of indexed content and the

court’s view that the proposed remedy “does not fit the wrong” stemming from “Google’s

contractual arrangements with GSE distributors.” 42 As the Court put it: “The court does not doubt

that publishers face new challenges because of GenAI technologies, but there can be no cure

without evidence to support it.” 43

131. The court later observed that AI search has the potential to dynamically compete

with and replace Google’s existing search monopoly. 44 But that robust competition cannot happen

if Google’s leverage over publishers from traditional search gives it an unlawful advantage over

its AI search competitors. The only way to rectify this competitive imbalance is to hold Google

accountable for exploiting its monopoly power to take publisher content for free.

132. The value of publisher content for republishing and for use in training and

grounding LLMs (like the Gemini technology that powers Google’s AI Overviews embedded in

Google’s General Search Services) is concrete, not hypothetical. There are numerous real-world

42
Id. at *97-98.
43
Id.
44
Id. at *61 (“[T]oday, established technology companies are making, and start-ups are
receiving, hundreds of billions of dollars in capital to develop GenAI products that pose a threat
to the primacy of traditional internet search. . . . These companies already are in a better position,
both financially and technologically, to compete with Google than any traditional search
company has been in decades (except perhaps Microsoft).”).

40
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examples confirming the value of online publishing content for republishing and for use in training

and grounding LLMs. 45

133. For example, online publisher Wiley has reached content licensing deals for its

online offerings with Perplexity, Amazon Web Services, Potato, and other undisclosed large

technology companies. 46 Online news publishers have entered into a host of content licensing

agreements with LLM companies. 47 And the New York Times has entered into a licensing

agreement with Amazon permitting Amazon to use the Times’s material to train Amazon’s

proprietary AI models. 48

45
Charlotte Tobitt, Who’s suing AI and who’s signing: Brazilian newsbrand sues OpenAI and
Japanese newspaper sues Perplexity, PRESSGAZETTE (Aug. 29, 2025),
https://pressgazette.co.uk/platforms/news-publisher-ai-deals-lawsuits-openai-google.
46
John Wiley & Sons, Inc., Wiley and Perplexity Announce New AI Search Partnership (May 8,
2025), https://newsroom.wiley.com/press-releases/press-release-details/2025/Wiley-and-
Perplexity-Announce-New-AI-Search-Partnership/default.aspx; John Wiley & Sons, Inc., Wiley
Announces Collaboration With Amazon Web Services (AWS) to Integrate Scientific Content Into
Life Sciences AI Agents (May 5, 2025), https://newsroom.wiley.com/press-releases/press-release-
details/2025/Wiley-Announces-Collaboration-With-Amazon-Web-Services-AWS-to-Integrate-
Scientific-Content-Into-Life-Sciences-AI-Agents/default.aspx; Milliot, J., Wiley Creates AI
Partnership Program, PUBLISHERS WEEKLY (OCT. 17, 2024),
https://www.publishersweekly.com/pw/by-topic/industry-news/industry-deals/article/96248-
wiley-creates-ai-partnership-program.html; Milliot, J., Wiley Wraps Up Divesture Program,
Looks at AI Opportunities, PUBLISHERS WEEKLY (Sept. 5, 2024),
https://www.publishersweekly.com/pw/by-topic/industry-news/industry-deals/article/96248-
wiley-creates-ai-partnership-program.html.
47
For example, OpenAI entered into licensing agreements with Axel Springer, the Associated
Press, Condé Nast, News Corp, The Atlantic, Vox Media, and Dotdash Meredith; Perplexity
entered into licensing agreements with Time, Der Spiegel, The Los Angeles Times, Fortune,
Entrepreneur, The Texas Tribune, and Automattic; and Prorata.ai entered into licensing
agreements McClatchy, MIT Technology Review, Lee Enterprises, The Financial Times,
Fortune, Axel Springer, and The Atlantic. See U.S. v. Google, Case No. 20-cv-03010 (D.D.C.),
Dkt. 1327 at 13-14.
48
Grynbaum, M. & Metz, C., The Times and Amazon Announce an A.I. Licensing Deal, N.Y.
TIMES (May 29, 2025), https://www.nytimes.com/2025/05/29/business/media/new-york-times-
amazon-ai-licensing.html.

41
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134. The Association of American Publishers has identified over 50 AI licensing deals

for textual works entered into by Amazon, Dow Jones, LexisNexis, Meta, Microsoft, OpenAI,

Perplexity, Potato, ProRata.ai. 49 Several of these deals were entered into with participants in the

online publishing market, such as Buzzfeed, Condé Nast, and Forbes.

135. Google itself is in talks with news publishers to license content for AI training50

and recently hired a “Head of News Product” tasked with “lead[ing] AI and content licensing

deals” with publishers. 51

136. Google’s use of publisher content to drive its generative AI models benefits Google

in multiple ways. Google gets valuable AI training and grounding content for free. This perpetuates

Google’s unlawful monopoly in search by putting it at a competitive advantage over emerging AI-

powered search alternatives. Google also benefits by retaining user attention (which would

otherwise go to publishers), which Google can monetize for its own benefit through advertising to

users. The cycle is self-perpetuating: When Google keeps users inside its own products, it has the

opportunity to collect more information on those users, enabling Google to further target them

through personalized advertising placements.

F. How Google’s GAI Products Work

137. The LLMs at the heart of Google’s GAI products are called “generative” AI

because they are capable of generating content, such as text, images, audio, or other data, rather

than simply analyzing existing data. An LLM works by predicting words that are likely to follow

49
See Brief of Amicus Curiae Association of American Publishers in Support of Plaintiffs’
Motion for Summary Judgment, ECF No. 535, Kadrey v. Meta, 3:23-cv-3417-CV (Apr. 11,
2025), at 12.
50
Julia Love, Google in Licensing Talks With News Groups, Following AI Rivals, BLOOMBERG
(July 22, 2025), https://news.bloomberglaw.com/ip-law/google-in-licensing-talks-with-news-
groups-following-ai-rivals.
51
https://www.linkedin.com/in/alykhan-kurji-6ba96526/.

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a given string of text based on the potentially billions of examples used to train it. They use

algorithms to weigh the relevance of different parts of the input data when generating text. LLM

operators “train” their models on vast datasets of written material, allowing them to encode

patterns and relationships between words and sentences.

138. Once trained, LLMs can generate human-like text by taking a seed input (e.g., a

question or prompt) and iteratively predicting the most likely next word based on the patterns it

has learned. Through this process, LLMs can generate answers to questions about information that

is included in their training data. They are also capable of taking documents as input, then

summarizing or answering questions about those documents. The quality of the output depends on

the size of the model, the diversity of training data, and the specific architecture and training

techniques used.

139. To develop its LLMs, Google must first select a training dataset (i.e., a massive

collection of works) upon which to train the models. Google included PMC’s proprietary works in

the training datasets for its models, including by scraping works from PMC’s websites.

140. Next comes model training, which means the process of encoding the information

from the training corpus that they use to make predictions as numbers called “parameters.”

Training involves storing encoded copies of the training works in computer memory, repeatedly

passing them through the model with words masked out, and adjusting the parameters to minimize

the difference between the masked-out words and the words that the model predicts to fill them in.

141. After being trained on a general corpus, models may be further subject to “fine-

tuning” by, for example, performing additional rounds of training using specific types of works to

better mimic their content or style, or providing them with human feedback to reinforce desired or

suppress undesired behaviors.

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142. Models trained in this way are known to exhibit a behavior called

“memorization.” 52 That is, given the right prompt, they will repeat large portions of many materials

they were trained on. This phenomenon shows that LLM parameters encode retrievable copies of

many of those training works.

143. In addition to “memorization,” once trained, LLMs may also be deployed in

conjunction with a technique called “retrieval-augmented generation” (“RAG”). RAG, also known

as “grounding,” refers to a technique or process that involves connecting an LLM to external

sources of information, such as live search results, to improve the quality of its outputs. Using this

method, Google’s GAI products: (1) receive a prompt from a user, such as a question; (2) obtain

and copy content from its search index relating to the prompt; (3) combine the original prompt

with the retrieved copied content in order to provide additional context; and (4) provide the

combined data to an LLM, which generates a natural-language response.

144. In simpler terms, RAG consists of finding relevant content online (“retrieval”) and

paraphrasing that content using GAI (“generation”). Google then publishes the “new” derivative

content to the user, sometimes in boxes on its SERP. But while Google’s RAG-generated content

may appear on its SERP, it should not be confused with a search result, because the intent is not

for users to navigate to the original sources of the information. Rather, like all publications, the

intent is simply for users to consume the content where it is displayed.

1. Bard

145. In February 2023, Google unveiled “Bard,” its response to ChatGPT. Bard is an

advanced chatbot that responds, in a human-like manner, to user questions and prompts. According

52
Van den Burg, G., et al., On Memorization in Probabilistic Deep Generative Models,
NEURIPS (2021), available at
https://proceedings.neurips.cc/paper/2021/file/eae15aabaa768ae4a5993a8a4f4fa6e4-Paper.pdf.

44
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to Google, “Bard seeks to combine the breadth of the world’s knowledge with the power,

intelligence and creativity of our large language models” and “draws on information from the web

to provide fresh, high-quality responses.” 53 Google released Bard publicly on May 10, 2023. That

same month, Bard’s website had 142.6 million visits. 54

146. Bard was originally powered by an LLM known as Language Model for Dialogue

Applications (“LaMDA”). In May 2023, Google unveiled a new LLM called PaLM 2, which uses

nearly five times the amount of text data for training—over 3.6 trillion tokens. 55 PaLM 2 was then

thought to be the most powerful LLM in existence.

2. Gemini

147. On December 6, 2023, Google announced Gemini, a multimodal AI system that

Google called “its most capable and general model yet,” able to “generalize and seamlessly

understand, operate across and combine different types of information including text, code, audio,

image and video.” 56 Google also announced that Gemini would be used to power Bard, marking

“the biggest upgrade to Bard since it launched.” 57

148. Google continued to rapidly develop and expand Gemini in 2024. On February 8,

Google announced that the Bard chatbot product would be rebranded as “Gemini” to reflect

53
Pichai, S., An important next step on our AI journey, GOOGLE (Feb. 6, 2023),
https://blog.google/technology/ai/bard-google-ai-search-updates/.
54
Carr, D., As ChatGPT Growth Flattened in May, Google Bard Rose 187%, SIMILARWEB
(June 5, 2023), https://www.similarweb.com/blog/insights/ai-news/chatgpt-bard/.
55
Elias, J., Google’s newest A.I. model uses nearly five times more text data for training than its
predecessor, CNBC (May 16, 2023), https://www.cnbc.com/2023/05/16/googles-palm-2-uses-
nearly-five-times-more-text-data- than-predecessor.html.
56
Pichai, S. & Hassabis, D., Introducing Gemini: our largest and most capable AI model,
GOOGLE (Dec. 6, 2023), https://blog.google/technology/ai/google-gemini-ai/#introducing-
gemini.
57
Id.

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Gemini’s status as “our most capable family of models.” 58 Google on the same day unveiled

Gemini Advanced, which was powered by Gemini Ultra 1.0, Google’s “largest and most capable

state-of-the-art AI model.” 59 Google promoted Gemini Advanced as “far more capable at highly

complex tasks like coding, logical reasoning, following nuanced instructions and collaborating on

creative projects.” 60 Google has since updated the model powering Gemini Advanced multiple

times. On December 11, 2024, Google released Gemini 2.0, which it billed as its “most capable

model yet.” 61 Google currently bills Gemini 2.5 pro as its “most capable model.” 62

149. Outside observers specifically cited Google’s monopoly in search as contributing

to Gemini’s superiority to ChatGPT, in terms of the former’s ability to integrate information from

the live web into outputs. One article explained that, while many websites blocked OpenAI’s web

crawlers, Google’s web crawlers remain largely free to index the web, “likely due to its position

as the most popular search engine.” 63 Another article similarly explained how “Gemini proves to

be slightly more adept than ChatGPT when it comes to online searching and integrating the

information it finds into its responses,” including because of Google’s superior access to the web

58
Hsiao, S., Bard becomes Gemini: Try Ultra 1.0 and a new mobile app today, Google (Feb. 8,
2024), https://blog.google/products/gemini/bard-gemini-advanced-app/.
59
Id.
60
Id.
61
Pichai, S., Hassabis, D., & Kavukcuoglu, K., Introducing Gemini 2.0: our new AI model for
the agentic era, GOOGLE (Dec. 11, 2024), https://blog.google/technology/google-
deepmind/google-gemini-ai-update-december- 2024/#ceo-message.
62
Gemini landing page, https://gemini.google/advanced/ (last accessed Sept. 12, 2025).
63
Edwards, B., Google debuts more powerful “Ultra 1.0” AI model in rebranded “Gemini”
chatbot, ARSTECHNICA (Feb. 8, 2024), https://arstechnica.com/information-
technology/2024/02/google-debuts-more-powerful-ultra-1-0-ai- model-in-rebranded-gemini-
chatbot/.

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“from day one.” 64 Gemini thus relies on and benefits from Google’s monopoly in the General

Search Services market.

150. Google has also incorporated Gemini into Chrome’s omnibox (i.e., the address bar),

providing users with quick and easy access to the chatbot. 65 One article described this change as

“the first step towards AI Search.” 66

151. Gemini resembles OpenAI’s ChatGPT. It contains a box at the bottom of the screen

that invites users to input “prompts.” Gemini then generates textual or image-based responses that

appear directly below the user’s prompt. When a user inputs a prompt, Gemini generates content

summarizing relevant information. For example, the below screenshot shows that in response to a

February 2025 prompt, “Tell me about the history of baseball,” Gemini generated a 353-word

response summarizing baseball’s history:

64
Marr, B., AI Showdown: ChatGPT Vs. Google's Gemini – Which Reigns Supreme?, FORBES
(Feb. 13, 2024), https://www.forbes.com/sites/bernardmarr/2024/02/13/ai-showdown-chatgpt-vs-
googles-gemini--which-reigns- supreme/?sh=e97597d60724.
65
Chen, J., Chrome’s New Built-In AI Is the Biggest Update to the Browser in Over 15 Years,
INVERSE (May 1, 2024), https://www.inverse.com/tech/google-chrome-gemini-ai-browser.
66
Id.

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48
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152. Gemini thus generates and publishes “original” content in response to certain

prompts. Notably, this example contains zero links to third-party content.

3. Search Generative Experience

153. In May 2023, Google unveiled its Search Generative Experience (“SGE”) (later

rebranded as “AI Overviews”) product, which integrates generative artificial intelligence into

Google’s search functionality. 67 Google’s announcement promised that “we’re taking more of the

67
Reid, E., Supercharging Search with generative AI, GOOGLE (May 10, 2023),
https://blog.google/products/search/generative-ai-search/.

49
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work out of searching, so you’ll be able to understand a topic faster, uncover new viewpoints and

insights, and get things done more easily.” 68

154. SGE is designed to “show an AI-powered snapshot” in response to user queries,

“help[ing] people quickly get an overview on a topic.” 69 While the results of an SGE search will

include links to content on the web, the interface is designed to keep users within SGE, as opposed

to exploring the web. SGE invites users “to ask follow-up questions” and provides specific

suggestions for such follow-up questions. Clicking them “takes you to a new conversational mode,

where you can ask Google more about the topic you’re exploring.” 70 Google also promises that

context is “carried over from question to question; to help you more naturally continue your

exploration.” 71 All the while, users remain within Google’s SGE system, where Google will

continue displaying Search ads, giving advertisers “the opportunity to reach potential customers

along their search journeys.” 72 Google specifically touts SGE’s impact on online shopping,

promising that SGE will deliver “product descriptions that include relevant, up-to-date reviews,

ratings, prices and product images.” 73

155. Initially, SGE was released in an experimental phase. To access it, most users

needed to opt in through the “Search Labs” portion of their Google Account, as shown in the below

image:

68
Id.
69
Id.
70
Id.
71
Id.
72
Id.
73
Id.

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156. In March 2024, Google began testing SGE on users who did not opt-in. This limited

rollout impacted “a subset of queries, on a small percentage of search traffic in the U.S, beginning

with queries for which Google “thinks generative AI can be especially helpful.” 74 Outside

commentators at the time predicted that Google might launch SGE for all users that May during

its annual I/O developer conference. 75

4. AI Overviews and AI Mode

157. They were right. On May 14, 2024, in connection with its annual I/O develop

conference, Google announced the roll-out of SGE, rebranded as “AI Overviews,” to everyone in

the United States, with additional countries to follow shortly thereafter. This launch immediately

provided AI Overviews to “hundreds of millions of users,” with Google expecting to reach “over

a billion people by the end of the year.” 76 A Google blog post summarizing these developments

touted how “Now, with generative AI, Search can do more than you ever imagined. So you can

ask whatever’s on your mind or whatever you need to get done — from researching to planning to

74
Schwartz, B., Google starts testing AI overviews from SGE in main Google search interface,
SEARCHENGINELAND (Mar. 22, 2024), https://searchengineland.com/google-starts-testing-ai-
overviews-from-sge-in-main-google-search-interface-438680.
75
Schwartz, B., Google still has not announced a launch date for SGE,
SEARCHENGINELAND (Mar. 28, 2024), https://searchengineland.com/google-still-has-not-
announced-a-launch-date-for-sge-438862.
76
Reid, L., Generative AI in Search: Let Google do the searching for you, GOOGLE (May 14,
2024), https://blog.google/products/search/generative-ai-google-search-may-2024/.

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brainstorming — and Google will take care of the legwork.” 77 As one example, “with just one

search, you’ll be able to ask something like ‘find the best yoga or pilates studios in Boston and

show me details on their intro offers, and walking time from Beacon Hill,’” without having to

navigate to any actual website. 78

158. Google’s AI Overviews rely on a “new Gemini model customized for Google

Search,” which “brings together Gemini’s advanced capabilities — including multi-step reasoning,

planning and multimodality — with our best-in-class Search systems.” 79

159. By August 15, 2024, Google made AI Overviews available for all users in the

United States, even those who are not signed into Google accounts. 80

160. In March 2025, Google announced that it had expanded AI Overviews and

introduced a new, experimental “AI Mode.” 81 In AI Mode, a user query results in an AI-generated

answer only and no SERP is provided at all. As for AI Overviews, Google began to show AI

Overviews in response to user search queries even more often, and the overviews went even further

in answering user queries and reducing user incentives to click through to publishers’ websites.

161. In May 2025, Google announced that it was making AI Mode available to all U.S.

users, regardless of whether they are signed into Google. Google’s CEO described the change as

a “total reimagining of search.” 82

77
Id.
78
Id.
79
Id.
80
Schwartz, B., Google AI Overviews now show for signed-out users in the US,
SEARCHENGINELAND (Aug. 15, 2024), https://searchengineland.com/google-ai-overviews-
now-show-for-signed-out-users-in-the-us-445232.
81
Google, Expanding AI Overviews and introducing AI Mode (Mar. 5, 2025),
https://blog.google/products/search/ai-mode-search/.
82
Google, Google I/O 2025: From research to reality (May 20, 2025),
https://blog.google/technology/ai/io-2025-keynote.

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162. The resulting product all but completes Google’s evolution from a “search engine”

to an “answer engine” that publishes answers to user’s queries. Its formerly symbiotic and

complementary relationship with publishers has now become overwhelmingly parasitic and

competitive. The top of the SERP no longer presents the most relevant links to publishers that have

allowed Google to crawl and copy the contents of their sites in exchange for Search Referral

Traffic. Instead, pride of place goes to a machine-made essay consisting of multiple paragraphs

purporting to provide the information that a user is searching for generated by an AI model from

the very same publisher content that the user otherwise might have visited to learn the answer.

163. Google’s transition from a search engine to an answer engine is reflected in

Google’s own internal documents, made public in the Government Search Case. One email shows

a Google product manager imagining Google’s CEO in 2035 reflecting on the past decade and

remarking, “We thought we were in the finding business. Little did we know, we were also in the

corpus business.” 83

164. Indeed, Google admits in AI Overviews that Google’s GAI products, such as

Featured Snippets, “are designed to answer a search query directly in the search results, without

needing to click through to a website”—a stark departure from Google’s founding principle.

83
PXR0105 at -304, U.S. v. Google (Remedies Hearing Exhibits).

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165. Even more tellingly, the AI Overview itself confirms that its purpose is to “deliver

a fast and easy way to access relevant information at a glance” by “allowing [users] to grasp

complex subjects without needing to click through multiple websites to find the answer.” In other

words—Google’s goal is for users not to leave the Google search ecosystem by exploring organic

search results because it provides “key information directly on the search results page.”

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166. Google similarly describes AI Mode as providing “comprehensive” responses to

and “expand[ing] on AI Overviews” by “offering detailed, fact-based summaries” from “high-

quality web based sources.”

167. In the example below, Google’s AI Overview paraphrases the first organic search

result from wwd.com without providing any attribution or link to WWD.

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168. Only by expanding the AI Overview—which also expands the information

provided directly on the SERP in response to the user’s query—would a user find the original

source that Google mined from its search index to generate its answer. But a user who is satisfied

with the AI Overview answer will have little reason to click on the link card.

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169. Even a user who does click on a link card will first be presented with snippets from

the source webpages on Google’s SERP. Only by drilling down with still more clicks will the user

navigate to an original source. And even when AI Overviews provide links, they do not always

provide attribution to the sources from which Google derived the content. This cannibalization of

user attention, of click-through rates, and of search referrals breaks the fundamental bargain that

sustains the Internet.

170. The example below similarly shows Google’s AI Overviews paraphrasing the first

organic search result, this time from Rolling Stone’s website, rollingstone.com. Again, a user

satisfied with the AI Overview answer will have little reason to click through to the original source.

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171. Like AI Overviews, Google’s AI Mode uses publishers’ own content to compete

against them. In the example below, Google’s AI Mode paraphrases a Hollywood Reporter article

about the winners of the MTV Video Music Awards, obviating the need for a user to click through

to obtain the information from the original source.

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172. In another example, asking AI Mode about Deadline’s June 26, 2025 article

“Tastemade Launches Exclusive Smokehouse Channel With Pluto TV” serves the user a response

parroting the article. The link to Deadline’s article appears next to the AI Mode response, but there

is little reason for the user to click through to deadline.com because the article’s content largely

appears in the AI Mode response.

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173. Each of these four examples are articles which human writers, reporters, and editors

spent their time, labor, and creativity to create. Google takes all of this content for free, without

compensating them for their research and writing.

174. The above examples also illustrate how Google’s AI Overviews and AI Mode

responses compete directly with online publishers. This is consistent with data on the types of

search queries that Google receives, which show users overwhelming searching for informational

content of the type PMC provides. In a study published in May 2025, content marketing platform

Semrush found that nearly 90% of the queries that trigger an AI Overview are informational. 84

The D.C. District Court similarly found in the Government Search Case that 80% of Google’s

queries are noncommercial in nature. 85 Instead of responding to users’ informational queries by

84
Semrush AI Overviews Study: What 2025 SEO Data Tells Us About Google’s Search Shift,
SEMRUSH BLOG (May 4, 2025), https://www.semrush.com/blog/semrush-ai-overviews-study.
85
United States v. Google LLC, 747 F. Supp. 3d at 40.

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directing users to PMC’s or another publisher’s website, Google serves the user content directly,

in an AI Overviews or AI Mode response based on content lifted from online publishers, including

PMC.

G. Google’s Unauthorized Use of Publisher Content for AI Training

175. Google’s abuse of its General Search Services monopoly to suborn publisher

content for its own purposes is not limited to forcing publishers to acquiesce to the republication

in AI Overviews of works that they are compelled to allow to be indexed in exchange for Search

Referral Traffic. As noted, Google also uses that same content without permission to train the AI

models that it uses to generate those AI Overviews.

176. Google has been intentionally vague in identifying the precise data sets used to train

the LLMs underlying Gemini and AI Overviews. 86 But third-party research and Google’s own

public statements show that a huge number of PMC works were included in data sets used to train

its earlier models. Inasmuch as the enhanced capability of subsequent models depends in large part

on the quantity of data used to train them, the training sets of Google’s current models are an

aggregation of the earlier training sets that have been shown to include large quantities of PMC

works.

177. According to Google, 12.5% of the training data for its LaMDA model came from

a “C4” dataset, a specially filtered version of Common Crawl—a “copy of the Internet” made

86
Wiggers, K., Google’s Gemini isn’t the generative AI model we expected, TECHCRUNCH
(Dec. 6, 2023), https://techcrunch.com/2023/12/06/googles-gemini-isnt-the-generative-ai-model-
we-expected/ (“Google repeatedly refused to answer questions from reporters about how it
collected Gemini’s training data, where the training data came from and whether any of it was
licensed from a third party.”).

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available by an eponymous 501(c)(3) organization run by wealthy venture capital investors.

Google developed C4, which stands for “Colossal Clean Crawled Corpus,” in 2020. 87

178. A 2023 report from the News Media Alliance (“NMA”) states:

[S]tudies show that news and digital media ranks third among all
categories of sources in Google’s C4 training set, which was used to
develop Google’s GenAI-powered search capabilities and products
like Bard. Half of the top ten sites represented in the training set are
news outlets.

179. A 2024 study by Ziff Davis 88 found that PMC domains (represented in the chart

below by reference to Penske) were among the largest news and media publishers represented in

Google’s C4 training dataset:

87
https://www.searchenginejournal.com/google-bard-training-data/478941/#close.
88
Wukoson & Fortuna, The Predominant Use of High-Authority Commercial Web Publisher
Content to Train Leading LLMs, https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5009668.

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180. Google’s LLMs also regurgitate publisher content on which they were trained in

generating outputs. The LLMs can reproduce the content on which they were trained,

demonstrating that the models retain and can memorize the expressive content of the training

works. 89

181. Google’s Terms of Service indicate that it uses all the information that it collects

for search indexing, including PMC’s data, to train its LLMs. On July 1, 2023, Google updated its

89
News Media Alliance, White Paper: How the pervasive copying of expressive works to train
and fuel generative artificial intelligence systems is copyright infringement and not a fair use at
1-2 (Oct. 20, 2023),
https://www.newsmediaalliance.org/wp-content/uploads/2023/10/AI-White-Paper-with-
Technical-Analysis.pdf) (“NMA White Paper”).

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privacy policy to expressly state that it was using content it crawls from the web to train the models

that it uses to generate AI Overviews that compete with that same content for attention on the web:

182. In response to media inquiries, Google made clear that this change in language did

not reflect a change in its practices, but was merely meant to clarify what it had been doing all

along:

“Our privacy policy has long been transparent that Google uses
publicly available information from the open web to train language
models for services like Google Translate,” said Google
spokesperson Christa Muldoon to The Verge. “This latest update
simply clarifies that newer services like Bard are also included.” 90

183. In September 2023, Google purported to respond to publishers’ concerns over the

use of their search content for AI-training purposes. Google announced a tool called “Google-

Extended,” which effectively amounted to a tag publishers could implement in robots.txt. 91 Google

claimed that by implementing the Google-Extended control, publishers could choose whether their

content could be used to “help improve Bard and Vertex AI generative APIs, including future

90
Weatherbed, J., Google confirms it’s training Bard on scraped web data, too, THE VERGE
(July 5, 2023), https://www.theverge.com/2023/7/5/23784257/google-ai-bard-privacy-policy-train-
web-scraping.
91
Romain, D., An update on web publisher controls, GOOGLE (Sep. 28, 2023),
https://blog.google/technology/ai/an-update-on-web-publisher-controls/. See also Roth, E.,
Google adds a switch for publishers to opt out of becoming AI training data, THE VERGE (Sep.
28, 2023), https://www.theverge.com/2023/9/28/23894779/google-ai-extended-training-data-
toggle-bard-vertex.

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generations of models that power these products.” 92 But Google later clarified that this control

prevented content indexed for search only from being used to improve models, not from being

used to train them in the first place, or to generate the RAG answers that the models produce. 93

184. Regulators have likewise confirmed that Google trains its AI models using online

publisher content. For example, the French competition agency, the Autorité de la Concurrence,

issued a decision in March 2024 fining Google €250 million for training Bard and Gemini on

online publishers’ content without compensation. The press release accompanying the decision

confirms the findings of the News/Media Alliance and Ziff Davis reports that Google misused

publishers’ content without permission or even notification:

The Autorité found during its investigation that Google used content
from the domains of press publishers and news agencies when
training the foundation model of its artificial intelligence service and
for the grounding (the sending of a query by the artificial
intelligence service to Google Search, in order to provide an answer
to the question posed by the user) and display (the displaying of the
answer to the user) stages, without either the press agencies and
publishers or the Autorité being informed of these uses. 94

185. Documents made public in connection with the Government Search Case show that

in April 2024, Google considered how granular it would make publishers’ ability to opt out of

Google using their content for SGE training and grounding. Google drew a “hard red line” at

permitting publishers to opt out of their data being used for grounding. 95 Why? Google recognized

that grounding was “evolving into a space for monetization.” 96

92
Romain, D., An update on web publisher controls, GOOGLE (Sep. 28, 2023),
https://blog.google/technology/ai/an-update-on-web-publisher-controls/.
93
Monti, R., Google Clarifies the “Google-Extended” Crawler Documentation, SEARCH
ENGINE JOURNAL (Feb. 9, 2024), https://www.searchenginejournal.com/google-clarifies-the-
google-extended-crawler-documentation/507645/.
94
https://www.autoritedelaconcurrence.fr/en/press-release/related-rights-autorite-fines-google-
eu250-million-non-compliance-some-its.
95
PXR0026 at -286, U.S. v. Google (Remedies Hearing Exhibits).
96
Id. at -290.

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186. Google ultimately chose to give publishers no new options beyond the

Google-Extended control. Tellingly, Google sought to avoid drawing attention to the ways in

which it was using publisher content by recommending that Search “silently updat[e]” with “no

public announcement” and not “get into the details” of training its models. 97 Google wanted to

protect, and continue to add to, the golden corpus that it had obtained from publishers. Google also

confirmed in the Government Search Case that even if publishers opt out of AI training through

the Google-Extended program, Google Search still trains its AI models on the publishers’ content.

The Google-Extended Program does not apply to Google Search or AI Overviews. Even when

publishers have chosen to opt out of training Google’s AI products through Google-Extended,

Google still trains its search-specific AI products, including AI Overviews, on their content.

H. The Fundamental Threat Google Poses to Online Publishing

187. Traffic generated by search results is critical for PMC’s business model. In recent

years, almost all search referral traffic to PMC websites came from Google, and roughly half of

all traffic to PMC websites came from Google. Google’s misappropriation of PMC’s content to

train and ground its AI models, and the way that misappropriation allows Google to publish its

own content—which in turn diminishes traffic to PMC’s and other publishers’ sites—threatens the

very core of PMC’s online publishing business.

188. It is reasonably foreseeable that Google’s forced entry into the online publishing

output market will result in less traffic to other online publishers, less revenue to the online

publishers that actually generate their own content, and, as a result, less online publishing content

for consumers. As explained by analysts from S&P Global: “The rollout of AI Overviews could

reduce traffic to [] websites if Google’s AI engine provides an overview that fully covers the

97
Id.

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searched topic and therefore negates the need for the consumer to directly access the data on the

publisher’s website.” 98

189. AI Overviews are “designed to streamline information retrieval, allowing users to

quickly understand complex topics without navigating away from their initial search query.”99

Aptly summarized by a CNN reporter, “users will soon no longer have to click on the links

displayed in search results to find the information they are seeking.” 100 That day has arrived.

190. Google itself admits that GAI-generated content cannibalizes publishers’ search

referral revenue because it diverts users’ attention from the search results on the SERP. In a July

2023 presentation called “Generative Information Retrieval,” Marc Najork, Distinguished

Research Scientist at Google DeepMind, describing the “[e]ffects of Generative AI on web and

search ecosystems,” acknowledged: “Direct answers reduce search referral traffic.” 101 He

identified this reduction as “[m]ostly affecting informational queries.” 102 “Direct answers” to such

queries, he confirmed, “reduce referrals to content providers hurting their ability to monetize” and

“[p]ressure” publishers to “develop alternative revenue streams.” 103

98
S&P Global, Credit FAQ: U.S. Digital Publishers have Cause For Concern Over Google’s AI
Overviews (May 23, 2024), https://www.spglobal.com/ratings/en/research/articles/240523-credit-
faq-u-s-digital-publishers-have-cause-for-concern-over-google-s-ai-overviews-13118837.
99
Mendes, L., Google AI Overviews: Everything You Need to Know (and Think About),
ROCKCONTENT (May 21, 2024), https://rockcontent.com/blog/google-ai-overviews/.
100
Darcy, O., News publishers sound alarm on Google’s new AI-infused search, warn of
‘catastrophic’ impacts, CNN (May 15, 2024), https://www.cnn.com/2024/05/15/media/google-
gemini-ai-search-news-outlet-
impact/index.html?utm_medium=email&utm_source=rasa_io&utm_campaign=newsletter.
101
Marc Najork, Generative Information Retrieval, ACM DIGITAL LIBRARY (July 24, 2023),
https://dl.acm.org/doi/abs/10.1145/3539618.3591871.
102
Id.
103
Id.

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191. A February 2024 study conducted by Gartner, Inc., a research and consulting

company, found that by 2026, traditional search engine volume will drop 25%. 104 And a March

2024 study conducted by Raptive, a company that provides services to online content creators,

concluded that SGE, when fully rolled out, could result “in a substantial loss of advertising revenue

for publishers,” with declines in search traffic ranging from 20% to 60%. 105

192. These pronouncements are consistent with research on the effect of Google’s

“answer box”—a Featured Snippet precursor to AI Overviews—on Search Referral Traffic. A

2017 study analyzing two million answer box snippets found that they cause a significant drop in

the click-through rate to websites appearing in regular, “organic” search results. 106

193. Outside observers have recognized the risks posed by GAI-assisted search to online

publishers like PMC, focusing on how it diminishes user traffic to websites. For example, a

January 2024 article addressing generative search warned that “[i]f you implement a new way that

impacts the traffic coming to the site, it has dire consequences for the performance of a business

entirely.” 107 “[B]rands risk losses of 20% to 36% of total organic traffic.” 108

104
Gartner, Gartner Predicts Search Engine Volume Will Drop 25% by 2026, Due to AI Chatbots
and Other Virtual Agents (Feb. 19, 2024), https://www.gartner.com/en/newsroom/press-
releases/2024-02-19-gartner-predicts-search- engine-volume-will-drop-25-percent-by-2026-due-
to-ai-chatbots-and-other-virtual-agents#.
105
Agius, N., Google SGE could cost publishers $2 billion in ad revenue,
SEARCHENGINELAND (Mar. 14, 2024), https://searchengineland.com/googles-sge-publishers-
ad-revenue-438411.
106
See Soulo, T., Ahrefs’ Study of 2 Million Featured Snippets: 10 Important Takeaways,
AHREFS BLOG (May 30, 2017), https://ahrefs.com/blog/featured-snippets-study/; see also
Schwartz, B., Another study shows how featured snippets steal significant traffic from the top
organic results, SEARCHENGINELAND (May 30, 2017), https://searchengineland.com/another-
featured-snippet-study-shows-steal-significanttraffic-first-organic-result-275967 (summarizing
Ahrefs’ study).
107
Ostwal, T., Google’s Gen-AI Search Is Powering 84% of Queries, Study Finds, ADWEEK
(Jan. 18, 2024), https://www.adweek.com/media/googles-gen-ai-search-is-powering-84-of-
queries-study-finds/ (addressing Google’s generative AI search feature).
108
Id.

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194. Marc McCollum, chief innovation officer at Raptive, warned that “This change

could put the future of the open Internet in danger.” 109 As Kevin Roose, a technology journalist

for the New York Times, similarly put it: “If A.I. search engines can reliably summarize what’s

happening in Gaza, or tell users which toaster to buy, why would anyone visit a publisher’s website

ever again? Why would journalists, bloggers and product reviewers continue to put their work

online if an A.I. search engine is just going to gobble it up and regurgitate it?” 110

195. Google’s misconduct has and will continue to divert user traffic away from PMC’s

websites, thereby reducing PMC’s advertising, affiliate, and subscription revenue associated with

website visits. If individuals can obtain PMC’s highly valuable content directly through use of

Google’s products, without having to navigate to PMC websites, a substantial percentage of them

will not visit those sites. PMC has seen significant declines in clicks from Google searches since

Google started rolling out AI Overviews.

196. Google wielded and will continue to wield its monopoly to coerce PMC into

permitting Google to republish PMC’s content in AI Overviews, and to use PMC’s content for

training and grounding its AI models. Google’s conditioning of search traffic on the use of PMC’s

content for republishing, training, and grounding, has deprived and will continue to deprive PMC

of the opportunity to make meaningful choices about how its content is used. PMC’s only option

is to opt out entirely from Google search, which would mean complete elimination from the SERP.

But that would be devastating for PMC, which generates a material portion of its digital revenue

(in the form of advertising, affiliate and subscription revenue) from search referrals.

109
https://www.cnn.com/2024/05/15/media/google-gemini-ai-search-news-outlet-
impact/index.html?utm_medium=email&utm_source=rasa_io&utm_campaign=newsletter
110
Can This A.I.-Powered Search Engine Replace Google?, N.Y. TIMES (Feb. 1, 2024),
https://www.nytimes.com/2024/02/01/technology/perplexity-search-ai-google.html.

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197. Since making AI Overviews broadly available to search users, Google has

significantly increased its “coverage” of topics that are addressed on PMC’s websites. Coverage

refers to Google’s use of AI Overviews to respond to queries of the sort posed by readers of PMC

publications which typically return links to PMC websites in the organic search results on Google’s

SERP. Coverage measures how often Google generates AI Overviews in response to queries

involving a given set of keywords within a specified time frame. From late 2024 through early

2025, the percentage of searches that both returned links to PMC websites in Google’s organic

search results and generated AI Overviews dramatically increased to approximately 20%, and that

number is likely to increase further as Google expands its GAI search offerings.

198. As Google has expanded the use of AI Overviews, PMC has experienced declines

in search impressions and declines in search referral traffic. A material portion of PMC’s revenue

from its digital publications comes from digital advertising, and PMC’s ability to attract advertisers

and to earn advertising revenue from impressions is directly tied to the visitor traffic PMC receives.

Search referral traffic to PMC content that contains affiliate links has dropped dramatically,

resulting in decreased PMC affiliate revenues. Compared to PMC’s peak, organic affiliate

revenues across the portfolio have declined by more than a third by the end of 2024. This was a

result of decreased referrals from Google Search. In short, Google Search now generates less traffic

and fewer opportunities for PMC to convert site visits into advertising, affiliate, and subscription

revenue.

199. Google’s rollout of AI Overviews has also increased the prevalence of “zero-click”

searches on Google, impacting traffic to PMC’s and other publishers’ websites. Internet security

company Cloudflare has reported that in its “dataset of news-related customers (spanning the

Americas, Europe, and Asia), Google’s referrals have been clearly declining since February 2025,”

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a drop that coincides with Google’s broad rollout of AI Mode in the United States. 111 Another

study from April 2025 shows that Google’s AI Overviews reduce click-through rates for publishers

by as much as 34.5% for the top organic search result. 112 Bain and Company concluded that 60%

of searches now terminate without the user clicking through to another website. 113

200. Google’s response to the widespread consensus that AI Overviews and AI Mode

send less traffic to publishers than the previous search engine results page has been to assert that

this consensus is based on “inaccurate” reporting. 114 But Google has offered no credible competing

information regarding search referral traffic.

201. Tellingly, Google’s CEO was unable in a May 2025 interview to identify any public

data “show[ing] that AI overviews and AI mode actually send more traffic out than the previous

search engine results page.” 115 In an August 2025 blogpost, Google’s head of Search Elizabeth

Reid claimed that AI is making search better, traffic to sites is “relatively stable,” and the web is

entering its “most exciting era yet”—but offered no facts or statistics to support these self-serving

assertions. 116 Instead, Reid made vague claims about “organic click volume” being “relatively

stable” over years and “click quality increasing.” 117

111
Cloudflare, The crawl-to-click gap: Cloudflare data on AI bots, training, and referrals
(August 29, 2025), https://blog.cloudflare.com/crawlers-click-ai-bots-training.
112
Ahrefs, AI Overviews Reduce Clicks by 34.5% (April 17, 2025), https://ahrefs.com/blog/ai-
overviews-reduce-clicks.
113
Bain & Company, Consumer reliance on AI search results signals new era of marketing (Feb.
19, 2025), https://www.bain.com/about/media-center/press-releases/20252/consumer-reliance-
on-ai-search-results-signals-new-era-of-marketing--bain--company-about-80-of-search-users-
rely-on-ai-summaries-at-least-40-of-the-time-on-traditional-search-engines-about-60-of-
searches-now-end-without-the-user-progressing-to-a.
114
Reid, AI in Search, supra.
115
Nilay Patel, Decoder, Google CEO Sundar Pichai on the future of search, AI agents, and
selling Chrome (May 27, 2025), https://www.theverge.com/decoder-podcast-with-nilay-
patel/673638/google-ceo-sundar-pichai-interview-ai-search-web-future.
116
Reid, AI in Search, supra.
117
Reid, AI in Search, supra.

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202. The reality is that AI Overviews have led to dramatic declines in publisher traffic.

Recent estimates indicate that many publisher websites are experiencing click-through traffic

losses in the 10-25% range year-over-year since the introduction of AI Overviews. 118

203. Pew Research Center studies have concluded that Google users who encounter an

AI Overview are less likely to click on links to other websites than users who do not see one, and

that Google users are more likely to end their browsing session entirely after visiting a search page

with an AI summary than on pages without a summary. 119

204. Google’s cannibalization of search traffic to PMC’s and other publishers’ websites

has a significant impact on these publishers’ revenue and, ultimately, their ability to generate high-

quality original content. Every point of search traffic that PMC loses to Google’s AI Mode or to

AI Overviews squeezes the budgets that fund PMC’s reporting.

205. Google itself recently admitted in briefing to the District Court for the Eastern

District of Virginia that “today, the open web is already in rapid decline.” 120 Google later attempted

to retract this statement, claiming that it was discussing open web display advertising rather than

the open web generally. But open web display advertising depends on the open web traffic; the

decline of one is intrinsically linked to the decline of the other. Google is driving that decline, by

siphoning referral traffic with AI Overviews.

118
Jessica Davies, Google AI Overviews linked to 25% drop in publisher traffic, new data shows,
DIGIDAY (Aug. 15, 2025), https://digiday.com/media/google-ai-overviews-linked-to-25-drop-in-
publisher-referral-traffic-new-data-shows.
119
Pew Research Center, Google users are less likely to click on links when an AI Summary
appears in the results (July 22, 2025), https://www.pewresearch.org/short-
reads/2025/07/22/google-users-are-less-likely-to-click-on-links-when-an-ai-summary-appears-
in-the-results/.
120
Google LLC’s Memorandum Addressing the Legal Framework Applicable to Remedies,
United States v. Google, Dkt. 1664, 23-cv-108 (E.D. Va. Sept. 5, 2025), at 5.

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206. Siphoning and discouraging user traffic to PMC’s and other publishers’ websites in

this manner will have profoundly harmful effects on the overall quality and quantity of the

information accessible on the Internet. If Google is allowed to continue training LLMs by copying

the original content of publishers without permission or payment, and then allowed, again without

permission or payment, to use that very content to generate outputs that divert users from original

sources, the economic incentives necessary for the creation and publication of high-quality original

content will evaporate. If unchecked, these anticompetitive practices will destroy the business

model that supports independent journalism. As traffic levels to PMC and publisher websites are

reduced, the revenue generated by those visits will decline, which means insufficient funds to

employ reporters, writers, and editors and other vital roles for operating a media business. Fewer

stories mean less information for businesses and consumers to make informed choices about the

world we live in. Less content of poorer quality will reduce website traffic, resulting in reduced

revenue (e.g., as advertisers pay less to reach a smaller audience), and thus less spending on content

creation, spawning even less content of even poorer quality and even less revenue, and so on in a

downward spiral for content creators and publishers alike.

207. Caught in such a spiral, both the scope of PMC’s publishing efforts and the utility

of its publications for its users would erode. Whether the user is checking Deadline for breaking

entertainment business news, consulting Variety for its award winning editorial content and video

franchises such as its Actors on Actors series, reading Rolling Stone’s latest in-depth political

profile, or checking ARTFORUM for its inspired criticism and analysis of the contemporary art

world, the user experience will be degraded, because that is the inevitable result of the reduced

investment in quality content that shrinking revenue begets. Shrinking revenue may also force

PMC to make hard choices of its operations; for example, it may no longer make economic sense

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to send writers around the world to cover events and produce the content that millions have come

to rely on from PMC’s publications.

208. Google’s unlawful conduct has thus put reputable publishers like PMC in a catch-

22. PMC’s broad portfolio of carefully researched, expertly written, and thoughtfully curated

publications has driven its commercial success even in the age of the Internet. But now, with every

article it publishes on its websites, PMC is forced to provide Google with more training and

grounding material for its GAI systems to generate AI Overviews or refine its models, adding fuel

to a fire that threatens PMC’s entire publishing business, the viability of many other online

publishers, and the public’s access to high-quality content across the Internet. Google’s unlawful

conduct cannot be permitted to continue.

V. THE UNLAWFULNESS OF GOOGLE’S MISAPPROPRIATION OF DIGITAL


PUBLISHERS’ CONTENT

A. Reciprocal Dealing

209. By coercing publishers to supply content to be used for other purposes as a

condition of being included in its search index at all, Google is engaged in an unlawful course of

reciprocal dealing. Reciprocal dealing occurs when a firm with market power refuses to sell

product X to a customer unless that customer agrees to sell (or give) product Y to it. In this case,

the product Google is selling to (and threatening to withhold from) digital publishers is Search

Referral Traffic. There is a distinct relevant antitrust market for Search Referral Traffic.

210. Other forms of referral traffic or online distribution are not viable substitutes for

Search Referral Traffic. Direct navigation requires the user to know both a publisher’s specific

URL and that the publisher offers relevant content. And while users may navigate to a publisher’s

website via links on other publishers’ pages or social media, those pages do not deliver the same

type of traffic that search provides. While users may happen to see links on other publishers’ sites

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or in social media posts, they go to search engines when they are specifically looking for

information. Digital publishers cannot replicate that intentional search traffic through other means.

211. As discussed above, the market for Search Referral Traffic is just one component

of the cluster of interrelated markets that comprise the overarching market for General Search

Services that Google monopolizes. In the same way Google delivers search results to users and

search ad impressions to advertisers, it delivers Search Referral Traffic to digital publishers—and

it possesses the same monopoly power over publishers as it does in the General Search Services

and general search text advertising markets.

212. As a condition to selling publishers Search Referral Traffic, Google requires

publishers to acquiesce in the use of their content for three purposes that are unrelated to providing

search results. First, publishers must let Google republish their content through snippets

(“Republishing Content”). Second, publishers must let Google use their content for GAI training

(“GAI Training Content”). Third, publishers must let Google use, repackage, and republish their

content via RAG (“RAG Content”). Content supplied for each of these uses constitutes a separate

product sold in a separate relevant product market: (1) the Republishing Content market; (2) the

GAI Training Content market; and (3) the RAG Content market. Online publishing content with

appropriate associated rights can satisfy at least some demand for content in each of these markets.

Google uses its Search Referral Traffic monopoly to force digital publishers, such as PMC, to

supply it in each of those three content markets free of charge. No other search engine or GAI

company has sufficient market power or monopoly power to compel this exchange.

213. The Republishing Content market refers to the supply of access to certain content

for the purpose of republishing.

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214. The GAI Training Content market refers to the exchange of the supply of access to

certain content for the purpose of GAI Training, as that term is defined above.

215. The RAG Content market refers to the exchange of the supply of access to certain

content for the purpose of RAG, as that term is defined above.

216. Providing access to content for each of these distinct purposes has independent

value. In some instances, access to the same content can be allowed for all of these purposes. In

other instances, access may be allowed only on the condition that its use is restricted to a subset of

them.

217. Public reporting has described AI content markets as “opaque” because

participating companies generally do not disclose the details of their content licensing agreements,

but analysts have estimated that the value of the overarching AI content market could grow close

to $30 billion by 2034.121

218. Available information shows that participants in the AI content market recognize

that republishing, training, and retrieval-augmented generation are separate use cases with

independent value.

219. For example, some AI companies have proposed sharing a percentage of revenue

with publishers whose answers are cited in response to a user query. 122 This pricing is consistent

121
Katie Paul & Anna Tong, Inside Big Tech’s underground race to buy AI training data,
REUTERS (Apr. 5, 2025), https://www.reuters.com/technology/inside-big-techs-underground-
race-buy-ai-training-data-2024-04-05.
122
Perplexity, Introducing the Perplexity Publishers’ Program (July 30, 2024),
https://www.perplexity.ai/hub/blog/introducing-the-perplexity-publishers-program.

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with republishing and retrieval-augmented generation usage, which lends itself more readily to

per-query pricing. In contrast, other deals have involved flat fees for use of content for training. 123

220. Technologists and web publishers have developed a technical protocol intended to

allow publishers to define specific machine-readable licensing terms for content within their

robots.txt file. 124 Publishers can define terms including free, attribution, pay-per-crawl, and pay-

per-inference. 125

221. In April 2025, the Washington Post announced a partnership with OpenAI, in which

“ChatGPT will display summaries, quotes, and links to original reporting from The Post in

response to relevant questions.” 126 The Post’s description of the deal indicates that it agreed to

permit OpenAI to use its content for republishing and retrieval-augmented generation. But it says

nothing about permitting OpenAI to use the Post’s content for training.

222. Courts have also recognized emerging markets for republishing, training, and

grounding uses. As one federal judge has explained, “Five years from now, [a market for licensing

one’s books for AI training] may be as ‘normal’ a market as the market for licensing books for

movies or television shows.” 127 The District Court for the Northern District of California has

123
Patterson, J., AI content licensing lessons from Factiva and TIME, DIGITAL CONTENT NEXT
(Mar. 6, 2025), https://digitalcontentnext.org/blog/2025/03/06/ai-content-licensing-lessons-from-
factiva-and-time.
124
Russell Brandon, TECHCRUNCH (Sept. 10, 2025), https://techcrunch.com/2025/09/10/rss-co-
creator-launches-new-protocol-for-ai-data-licensing.
125
RSL Standard, What is RSL?, https://rslstandard.org/guide/what-is-rsl.
126
WASHINGTON POST, The Washington Post partners with OpenAI on search content (Apr. 22,
2025), https://www.washingtonpost.com/pr/2025/04/22/washington-post-partners-with-openai-
search-content.
127
In re Mosaic LLM Litig., No. 24-CV-01451-CRB (LJC), 2025 WL 2294910, at *4 (N.D. Cal.
Aug. 8, 2025).

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similarly recognized that evidence exists to support the existence of “an emerging market for

licensing [authors’] works for the narrow purpose of training LLMs.” 128

223. The relevant geographic market for each relevant product market is the United

States. In the Government Search Case, the D.C. District Court found, and the parties did not

dispute, the geographic market for General Search Services to be the United States. The relevant

geographic market for the specific services that make up General Search Services, including

Search Index Data and Search Referral Traffic, is accordingly also the United States. The same

holds true for the markets for Republishing Content, GAI Training Content, RAG Content, and

online publishing.

224. Google provides a local domain website for users in the United States, delivering

search results, which include its AI Overviews and other republishing products, tailored to the

users’ specific location within the country. Moreover, digital informational publishers (and

republishers using digital informational content) target U.S. consumers with digital informational

publishing.

225. Upon information and belief, Google evaluates search market shares on a country-

by-country basis, including the United States. These search services, including the component

inputs, and online publishing available outside the United States are not reasonable substitutes for

those offered in the United States. A hypothetical monopolist in the United States of any of these

products would be able to engage in anticompetitive conduct, including by raising price, reducing

output, or maintaining quality below the level that would exist in a competitive market.

128
Bartz v. Anthropic PBC, No. C 24-05417 WHA, 2025 WL 1741691, at *17 (N.D. Cal. June
23, 2025).

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226. Google exercises its coercion through its web crawler and its search index.

Google’s crawler collects Search Index Data from digital publishers in order to ensure that the

most useful content appears on its SERP for search users. But Google uses the same index data for

Republishing Content, GAI Training Content, and RAG Content. The only way for online

publishers to opt out completely is to block Google’s crawlers, which effectively means forgoing

Google Search Referral Traffic. In other words, there is no way for publishers to tell Google, “You

may buy my content to generate search results, but you do not have my permission to use my

content for other purposes.”

227. Even if Google offered digital publishers the ability to opt-out of Google using their

Search Index Data for Republishing Content, GAI Training Content, and/or RAG Content, the

coercion would persist so long as Google preferences AI Overviews and Featured Snippets on its

SERP—or, when it comes to AI Mode, so long as Google republishes content from online

publishers like PMC without offering a SERP at all. Google’s AI Overviews boxes often include

source links embedded within them, alongside or below the RAG-generated content. The same is

true of Google’s Top Stories and People Also Ask features.

228. The presence of these links and the fact that Google automatically places the

elements that feature them at or near the top of the SERP create an impossible dilemma for online

publishers. Even if they could opt out of Google republishing their content, doing so would mean

demotion on the SERP and thus less Search Referral Traffic, or becoming entirely invisible to

users that search using AI Mode. So long as other online publishers know that they can artificially

elevate their own search results by permitting Google to use their content for Republishing, GAI

Training, and RAG, there will be a race to the bottom whereby virtually all publishers opt in, even

though the only beneficiary in the end is Google.

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229. By using reciprocal dealing to get free Republishing Content, GAI Training

Content, and RAG Content, Google restricts competition in the downstream online publishing

market, where it competes against other online publishers like PMC. The more users consume

Google’s derivative, regurgitated content on its SERP, the less they click through to other

publishers’ original content. That means less revenue for those original publishers, which in turn

undermines their ability to invest in new content. In short, while Google’s reciprocal dealing

increases its share of the online publishing market, it does so at the expense of reducing the output

of original content across the entire market.

230. The effects of the output restriction attributable to Google’s reciprocal dealing are

difficult to overstate. Not only does it affect billions of dollars of online publisher investment in

content, but it also undermines the public’s ability to gain access to original content and

information. If allowed to persist, the full extent of the consequences of Google’s assault on online

publishing ultimately may be impossible to quantify.

B. Monopoly Maintenance

231. As a supplier of content that is indexed by Google for search, PMC participates in

the Input Market for General Search Services. In this input market, Google accesses PMC’s

content through an exchange whereby PMC permits Google to index its content for the purpose of

including PMC in links published on Google’s SERP, which leads to search referral traffic for

PMC—and which PMC then converts to advertising, affiliate, and subscription revenue.

232. Historically, publishers like PMC permitted Google to access their content for an

access price of zero because the publishers at least received something of value as a result: links

to their websites on the SERP that resulted in traffic to their websites. That is, publishers like PMC

allowed Google to access their content for free in exchange for the clicks generated by prominent

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placement on Google’s SERP. In this ecosystem, web publishers had (in Google’s words)

“opportunities to derive value from participating in the web ecosystem.” 129

233. Google’s ability to extract a zero access price—when Google was benefiting

tremendously through the receipt of advertising revenue generated as a result of this exchange—

already evinced Google’s monopsony power in the Input Market. In a competitive input market,

there would be no obvious reason for PMC to agree to permit Google to access its content for a

zero price.

234. Now, Google has ratcheted up the abuse of its monopoly power in search (and

monopsony power in the Input Market) by forcing PMC to allow its content to be used to generate

AI Overviews, including through republishing the content itself, using the content to train its

models, and using the content for RAG. Google’s use of PMC’s content for this purpose is

demonstrably harmful to PMC. Google’s AI Overviews reduce, rather than increase, click-

throughs from search results and thus traffic to PMC’s websites. The result is that the exchange

between Google and PMC now results in a suppressed value for PMC. That is, the value that PMC

expects to receive by granting Google access to its content has gone from barely tolerable to

intolerably exploitative. But for Google’s ill-gotten monopoly in General Search Services, Google

would never be able to coerce this exchange at below competitive levels in the Input Market.

235. Google’s conduct harms competition in the Input Market by pushing the

compensation for PMC below competitive levels, which will suppress the volume of new

publisher content in the Input Market. Google’s conduct also entrenches its ill-gotten monopoly

in General Search Services. Google’s ability to access PMC’s content for below-competitive

129
Google, A principled approach to evolving choice and control for web content (July 6, 2023),
https://blog.google/technology/ai/ai-web-publisher-controls-sign-up (accessed June 9, 2025).

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levels puts competitor search platforms, some of whom must pay a significantly higher price for

the same content, at a competitive disadvantage. The result is that Google’s rivals are further

disadvantaged in attempting to compete against Google, and Google is thus able to further

entrench its general search monopoly. With AI Overviews, Google is also positioning itself to

suppress dynamic competition in the next frontier in search powered by generative artificial

intelligence.

236. Google’s conduct also harms consumers in the General Search Services market.

Google’s promise to help users find relevant and reliable information relies on the existence of

high-quality websites that provide original and accurate content. By starving those websites of

search traffic, Google is eliminating their publishers’ ability to earn revenue and causing their

demise. If those websites go out of business, fully disappear behind paywalls, or are stripped of

the financial incentives to maintain existing content or generate new content, search users will be

left without relevant and reliable information to answer their queries. The value to consumers of

search is built on the content provided by publishers like PMC. In the absence of that content,

search users will suffer because it will become more difficult, if not impossible, to find relevant

and reliable information on the Internet. Google’s extraction of monopoly rent in the form of a

suppressed access price in the Input Market degrades quality in the General Search Services

market.

237. Put another way, Google’s reciprocal dealing practices also further its monopoly

maintenance strategy in the General Search Services market in at least two ways. First, Google’s

extraction of Republishing Content, GAI Training Content, and RAG Content free-of-charge

constitutes a form of monopoly rent extraction. It is akin to Google charging supracompetitive

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prices for search ads to advertisers. 130 But instead of raising prices as a monopolist, Google is

artificially decreasing the prices it would otherwise pay online publishers for Republishing

Content, GAI Training Content, and RAG Content. As discussed above, other republishers and

GAI companies who lack monopoly power have been willing to pay for each of those forms of

content. Google can refuse to pay because it is a monopolist, and as the D.C. District Court found,

Google maintained that monopoly power through illegal search distribution deals. PMC has thus

suffered an antitrust injury as a result of Google’s illegal monopoly maintenance in the General

Search Services market.

238. Second, Google’s reciprocal dealing itself is another strategy to maintain its

primary monopoly in General Search Services. In that market, Google’s AI products, including

its AI Overviews, will increase user reliance on the search engine as a source of quick and easy

information as compared to rivals who cannot exercise monopoly power to obtain source content

from publishers for free. Thus, by virtue of its illegally maintained monopoly position over web

publishers’ Search Referral Traffic, Google will be able to entrench its general search monopoly

by maintaining an advantage in obtaining the key inputs of Republishing Content, GAI Training

Content, and RAG Content.

C. Unjust Enrichment

239. Google has been unjustly enriched by its uses of PMC’s works. First, Google has

avoided the cost of paying for valuable content that other companies pay for. Numerous publishers

have entered into content licensing deals with generative AI companies. For example, OpenAI has

entered into commercial agreements with at least several content owners, including an agreement

with Axel Springer ballparked at “tens of millions” of dollars, as well as an agreement with the

130
United States v. Google, 747 F. Supp. 3d at 177-80.

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Associated Press. 131 Relatedly, in response to the New York Times’s lawsuit against Microsoft

and OpenAI, OpenAI CEO Sam Altman stated publicly that OpenAI wanted to pay the New York

Times “a lot of money to display their content.” 132 Yet Google is commercially exploiting content,

and has exploited content—created through years of time, labor, and financial investment—for

which it has not paid anything.

240. Google has also benefited directly from its wrongful conduct. Google announced

the launch of Bard on February 6, 2023. 133 The very next day, the share price of its parent, Alphabet

Inc., increased by approximately 4.6%. 134 Though Alphabet’s stock price briefly dipped thereafter

because Bard shared inaccurate information in a promotional video, after Google announced a

revamped AI-powered search engine on May 10, 2023, Alphabet’s share price surged even further,

131
Cullen, A. & Davalos, J., OpenAI to Pay Axel Springer Tens of Millions to Use News Content,
BLOOMBERG (Dec. 1, 2023), https://www.bloomberg.com/news/articles/2023-12-13/openai-
axel-springer-ink-deal-to-use-news-content- in-chatgpt; see also O’Brien, M., ChatGPT-maker
OpenAI Signs Deal with AP to License News Stories, AP NEWS (July 13, 2023),
https://apnews.com/article/openai-chatgpt-associated-press-ap-
f86f84c5bcc2f3b98074b38521f5f75a.
132
Browne, R. & Sigalos, M., OpenAI CEO Sam Altman Says ChatGPT Doesn’t Need New York
Times Data Amid Lawsuit, CNBC (Jan. 18, 2024), https://www.cnbc.com/2024/01/18/openai-
ceo-on-nyt-lawsuit-ai-models-dont-need- publishers-data-.html.
133
Pichai, S., An important next step on our AI journey, GOOGLE (Feb. 6, 2023),
https://blog.google/technology/ai/bard-google-ai-search-updates/.
134
Macrotrends, Alphabet - 21 Year Stock Price History | GOOGL,
https://www.macrotrends.net/stocks/charts/GOOGL/alphabet/stock-price-history (last accessed
Sept. 12, 2025).

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rising 8.6% in the two days following that announcement. 135 Google’s stock price closed 5%

higher after its Gemini announcement. 136

241. Google also benefits through the monetization of AI Overviews and products

grounded on Google Search. For example, Google’s service Vertex AI (which it sells to third

parties), offers the option of grounding responses with information from Google Search. Moreover,

Google has stated publicly that it is monetizing AI Overviews at the same rate as traditional search

results. 137

242. The value of Google’s models and AI products is directly related to the quality of

the works that it acquires to train them and ground their outputs. In this respect, PMC’s content is

a “golden corpus” that is particularly valuable to Google. PMC’s content is meticulously

researched, carefully written, thoroughly edited, and highly accurate, making it ideal for training

and grounding the outputs of GAI systems.

243. The value of PMC’s works for republishing, training, and RAG purposes is made

possible only by the enormous investment PMC puts into them. PMC content represents the work

of hundreds of PMC employees and other contributors, the employment of and contracting with

whom costs PMC tens of millions of dollars per year. Google has benefitted—for free—from the

labor and effort invested in many thousands of works produced by these individuals for PMC. By

135
Coulter, M. & Bensinger, G., Alphabet shares dive after Google AI chatbot Bard
flubs answer in ad, REUTERS (Feb. 8, 2023),
https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-
information-company- ad-2023-02-08/; Carson, B., Google Co-Founders Gain $18
Billion as AI Boost Lifts Stock, BLOOMBERG (May 12, 2023),
https://www.bloomberg.com/news/articles/2023-05-12/google-co-founders-gain-17-
billion-as-ai-boost-lifts- stock#xj4y7vzkg.
136
Capoot, A., Google shares pop 5% after company announces Gemini AI model, CNBC (Dec.
7, 2023), https://www.cnbc.com/2023/12/07/google-shares-pop-after-company-announces-gemini-
ai-model.html#.
137
Alphabet, Q1 2025 Earnings Call (Apr. 24, 2025), https://abc.xyz/2025-q1-earnings-call.

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outright taking that extraordinary volume of content, Google has avoided the enormous costs PMC

expended to create or acquire that content, ranging into the hundreds of millions of dollars, and

created billions more in enterprise value for Google at PMC’s expense.

COUNT I: Reciprocal Dealing in Violation of Section 1 of the Sherman Act

244. PMC incorporates by reference and realleges the preceding allegations as though

fully set forth herein.

245. Google engaged in illegal reciprocal dealing in violation of Section 1 of the

Sherman Act (15 U.S.C. § 1).

246. Google conditions the sale of Search Referral Traffic (the “Tying Product”) to PMC

on PMC giving Google Republishing Content, GAI Training Content, and RAG Content (the Tied

Products) for free.

247. In all instances, the Tying and Tied Products are distinct and separate products.

They are sold in different markets; serve different functions; have separate demand; have separate

customer sets; and are treated by Google and others as separate products.

248. Google has market power in the General Search Services market, and accordingly

also in the Search Referral Traffic market, and has used this market power to condition the sale of

the Tying Product to PMC on PMC selling Google the Tied Products for free.

249. Google’s conduct has harmed competition in General Search Services. Forcing

online publishers to provide Republishing Content, GAI Training Content, and RAG Content for

free effectively lowers Google’s costs. Moreover, Google’s underpayments to PMC reduce the

volume of publishing content in the Input Market for General Search Services. GAI search results

have already become an important component of SERPs, and Google’s conduct serves to maintain

its General Search Services monopoly.

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250. Google’s conduct has also restricted output and reduced quality in online publishing

markets by diverting traffic that would otherwise go to original content publishers without

compensation. As a direct and proximate result, digital publishers have been forced to lay off staff.

Other digital publishers have gone out of business. This has resulted in a reduction in the output

and quality of original content.

251. In addition to harming consumers in the form of decreases in the quantity of quality

online publishing material, Google’s anticompetitive conduct further harms consumers by

decreasing the quality of Google’s search product. Starving PMC and other publishers of search

traffic will ultimately leave search users without relevant and reliable information to answer their

queries. It will become more difficult, if not impossible, for users to find relevant and reliable

information on the Internet over time because publishers like PMC continually invest in updating

and expanding their content.

252. A substantial amount of interstate commerce for the Tied Products is affected.

253. Google’s anticompetitive reciprocal dealing is per se illegal, or in the alternative

illegal under the Rule of Reason or “quick look” analytical framework. There are no legally

cognizable procompetitive effects of or justifications for Google tying the sale of Search Referral

Traffic to its purchase of the Tied Products, which was not reasonably related to, or reasonably

necessary for, any procompetitive objectives. Alternatively, there are no legally cognizable

procompetitive effects of or justifications for the reciprocal dealing arrangement that outweigh its

substantial anticompetitive effects or that could not be achieved through less restrictive means.

254. As a result of the foregoing illegal conduct by Google, PMC has been injured in its

business and property within the meaning of Section 4 of the Clayton Act, 15 U.S.C. § 15. PMC

was paid less (i.e., nothing) for the sale of Republishing Content, GAI Training Content, and RAG

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Content than it would have but for Google’s conduct. PMC has also lost revenues as a result of

Google diverting traffic from PMC’s websites in the form of lost advertising, affiliate, and

subscription revenue from users’ visits to its sites. PMC is entitled to receive treble damages for

its injuries.

255. Google’s anticompetitive reciprocal dealing arrangement is ongoing, and PMC is

entitled to injunctive relief and other equitable remedies.

256. PMC is also entitled to attorneys’ fees and costs of suit.

COUNT II: Reciprocal Dealing in Violation of Section 2 of the Sherman Act

257. PMC incorporates by reference and realleges the preceding allegations as though

fully set forth herein.

258. Google engaged in illegal reciprocal dealing in violation of Section 2 of the

Sherman Act (15 U.S.C. § 2).

259. Google conditions the sale of Search Referral Traffic (the Tying Product) to PMC

on PMC giving Google Republishing Content, GAI Training Content, and RAG Content (the Tied

Products) for free.

260. In all instances, the Tying Product and Tied Products are distinct and separate

products. They are sold in different markets; serve different functions; have separate demand; have

separate customer sets; and are treated by Google and others as separate products.

261. Google has monopoly power in the General Search Services market, and

accordingly also in the Search Referral Traffic market, and has used this monopoly power to

condition the sale of the Tying Product to PMC on PMC selling Google the Tied Products for free.

262. Through its anticompetitive conduct described herein, namely reciprocal dealing,

Google has willfully acquired and maintained its monopoly power in General Search Services in

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violation of Section 2 of the Sherman Act, 15 U.S.C. § 2. Forcing online publishers to provide

Republishing Content, GAI Training Content, and RAG Content for free effectively lowers

Google’s costs. GAI search results have already become an important component of SERPs, and

Google’s conduct serves to maintain its General Search Services monopoly.

263. Google’s conduct has also restricted output and reduced quality in the online

publishing market, by diverting traffic that would otherwise go to original content publishers

without compensation. As a direct and proximate result, digital publishers have been forced to lay

off staff. Other digital publishers have gone out of business. This has resulted in a reduction in the

output and quality of original content.

264. In addition to harming consumers in the form of decreases in the quantity of quality

online publishing material, Google’s anticompetitive conduct further harms consumers by

decreasing the quality of Google’s search product. Starving PMC and other publishers of search

traffic will ultimately leave search users without relevant and reliable information to answer their

queries. It will become more difficult, if not impossible, for users to find relevant and reliable

information on the Internet.

265. As a result of the foregoing illegal conduct by Google, PMC has been injured in its

business and property within the meaning of Section 4 of the Clayton Act, 15 U.S.C. § 15. PMC

was paid less (i.e., nothing) for the sale of Republishing Content, GAI Training Content, and RAG

Content than it would have but for Google’s conduct. PMC has also lost revenues as a result of

Google diverting traffic from PMC’s websites in the form of lost advertising, affiliate, and

subscription revenue from users’ visits to its sites. PMC is entitled to receive treble damages for

its injuries.

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266. Google’s anticompetitive reciprocal dealing arrangement is ongoing, and PMC is

entitled to injunctive relief and other equitable remedies.

267. PMC is also entitled to attorneys’ fees and costs of suit.

COUNT III: Unlawful Monopoly Leveraging in Violation of Section 2 of the Sherman Act

268. PMC incorporates by reference and realleges the preceding allegations as though

fully set forth herein.

269. Google has monopoly power in the General Search Services market. Through its

anticompetitive conduct described herein—including forcing PMC to provide content at no cost

for AI model training and grounding and republishing—Google has unlawfully leveraged its

monopoly power in General Search Services into other markets, including the online publishing

market, in violation of Section 2 of the Sherman Act, 15 U.S.C. § 2.

270. Google’s conduct has restricted output and reduced quality in online publishing

markets, by diverting traffic that would otherwise go to original content publishers without

compensation. As a direct and proximate result, digital publishers have been forced to lay off staff.

Other digital publishers have gone out of business. This has resulted in a reduction in the output

and quality of original content.

271. In addition to harming consumers in the form of decreases in the quality and

quantity of online publishing material, Google’s anticompetitive conduct further harms consumers

by decreasing the quality of Google’s search product. Starving PMC and other publishers of search

traffic will ultimately leave search users without relevant and reliable information to answer their

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queries. It will become more difficult, if not impossible, for users to find relevant and reliable

information on the Internet.

272. As a result of the foregoing illegal conduct by Google, PMC has been injured in its

business and property within the meaning of Section 4 of the Clayton Act, 15 U.S.C. § 15. PMC

was paid less (i.e., nothing) for the sale of Republishing Content, GAI Training Content, and RAG

Content than it would have but for Google’s conduct. PMC has also lost revenues as a result of

Google diverting traffic from PMC’s websites in the form of lost advertising, affiliate, and

subscription revenue from users’ visits to its sites. PMC is entitled to receive treble damages for

its injuries.

273. Google’s anticompetitive conduct is ongoing, and PMC is entitled to injunctive

relief and other equitable remedies.

274. PMC is also entitled to attorneys’ fees and costs of suit.

COUNT IV: Unlawful Monopolization in Violation of Section 2 of the Sherman Act

275. PMC incorporates by reference and realleges the preceding allegations as though

fully set forth herein.

276. Google has monopoly power in the General Search Services market. Through its

anticompetitive conduct described herein—including forcing PMC to provide content at no cost

for AI model training and grounding and republishing—Google has willfully acquired and

maintained its monopoly power in General Search Services in violation of Section 2 of the

Sherman Act, 15 U.S.C. § 2.

277. Google’s conduct has also restricted output and reduced quality in the online

publishing market, by diverting traffic that would otherwise go to original content publishers

without compensation. As a direct and proximate result, digital publishers have been forced to lay

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off staff. Other digital publishers have gone out of business. This has resulted in a reduction in the

output and quality of original content.

278. In addition to harming consumers in the form of decreases in the quantity of quality

online publishing material, Google’s anticompetitive conduct further harms consumers by

decreasing the quality of Google’s search product. Starving PMC and other publishers of search

traffic will ultimately leave search users without relevant and reliable information to answer their

queries. It will become more difficult, if not impossible, for users to find relevant and reliable

information on the Internet.

279. As a result of the foregoing illegal conduct by Google, PMC has been injured in its

business and property within the meaning of Section 4 of the Clayton Act, 15 U.S.C. § 15. PMC

was paid less (i.e., nothing) for the sale of Republishing Content, GAI Training Content, and RAG

Content than it would have but for Google’s conduct. PMC has also lost revenues as a result of

Google diverting traffic from PMC’s websites in the form of lost advertising, affiliate, and

subscription revenue from users’ visits to its sites. PMC is entitled to receive treble damages for

its injuries.

280. Google’s anticompetitive conduct is ongoing, and PMC is entitled to injunctive

relief and other equitable remedies.

281. PMC is also entitled to attorneys’ fees and costs of suit.

COUNT V: Unlawful Attempted Monopolization in Violation of Section 2 of the


Sherman Act

282. PMC incorporates by reference and realleges the preceding allegations as though

fully set forth herein.

283. Google has monopoly power in the General Search Services market. Through its

anticompetitive conduct described herein—including forcing PMC to provide content at no cost

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for AI model training and grounding and republishing—Google has willfully acquired and

maintained its monopoly power in General Search Services in violation of Section 2 of the

Sherman Act, 15 U.S.C. § 2.

284. Google has also engaged in the above anticompetitive conduct with the specific

intent of creating monopolies in the online publishing market.

285. Google’s conduct gives it a dangerous probability of acquiring monopoly power in

the online publishing market by restricting output and reducing quality of content supplied in that

market. It has diverted traffic that would otherwise go to original content publishers without

compensation. As a direct and proximate result, digital publishers have been forced to lay off staff.

Other digital publishers have gone out of business. This has resulted in a reduction in the output

and quality of original content.

286. In addition to harming consumers in the form of decreases in the quantity of quality

online publishing material, Google’s anticompetitive conduct further harms consumers by

decreasing the quality of Google’s search product. Starving PMC and other publishers of search

traffic will ultimately leave search users without relevant and reliable information to answer their

queries. It will become more difficult, if not impossible, for users to find relevant and reliable

information on the Internet.

287. As a result of the foregoing illegal conduct by Google, PMC has been injured in its

business and property within the meaning of Section 4 of the Clayton Act, 15 U.S.C. § 15. PMC

was paid less (i.e., nothing) for the sale of Republishing Content, GAI Training Content, and RAG

Content than it would have but for Google’s conduct. PMC has also lost revenues as a result of

Google diverting traffic from PMC’s websites in the form of lost advertising, affiliate, and

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subscription revenue from users’ visits to its sites. PMC is entitled to receive treble damages for

its injuries.

288. Google’s anticompetitive conduct is ongoing, and PMC is entitled to injunctive

relief and other equitable remedies.

289. PMC is also entitled to attorneys’ fees and costs of suit.

COUNT VI: Common Law Unjust Enrichment

290. PMC incorporates by reference and realleges the preceding allegations as though

fully set forth herein.

291. The training process for Google’s LLMs involves storing encoded copies of the

training works in computer memory, repeatedly passing them through the model with words

masked out, and adjusting the parameters to minimize the difference between the masked-out

words and the words that the model predicts to fill them in. After being trained on a general corpus,

models may be further subject to “fine-tuning” by, for example, performing additional rounds of

training using specific types of works to better mimic their content or style, or providing them with

human feedback to reinforce desired or suppress undesired behaviors.

292. At all relevant times, Google included PMC’s works within the training corpuses

for its LLMs.

293. Google is liable under common law principles of unjust enrichment for its reliance

on PMC’s works to train its models.

294. On information and belief, at all relevant times, Google has been enriched through

its reliance on PMC’s works for model training. PMC makes enormous investments in human

talent, technology, and infrastructure to produce high-quality content. Yet without paying anything

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to PMC, Google exploited PMC’s content for commercial purposes, thereby benefiting from

PMC’s extensive production efforts.

295. These Google models (which were developed with PMC’s works) now power

lucrative user-facing products and features that Google continues to develop—namely, the Gemini

chatbot, AI Overviews, and AI Mode—which are critical for Google’s ongoing success. Google

has already begun monetizing these products. For example, Google charges subscription fees to

users to access Gemini products. Google also generates advertising revenues through users’

engagement with the Gemini chatbot and through Google’s SGE search feature. Google’s ongoing

development of these products is critical to Google’s goal of maintaining its dominance in the

General Search Services market.

296. Google’s enrichment has come at PMC’s expense. Google’s conduct diminishes

user traffic on PMC’s websites, which in turn diminishes PMC’s revenues. Google’s conduct

relatedly diminishes the value of PMC’s content. If Google can exploit PMC’s content for

commercial purposes without paying a dime to PMC, other companies will have less incentive to

pay PMC a fair price for that content.

297. While models may in some instances “memorize” training works by encoding

retrievable copies in their parameters, many training works are not memorized in this way.

Likewise, while model outputs presented as AI Overviews often may be substantially similar to

works on which they are grounded, often they are not. The tuning of models that does not result in

the creation of memorized copies of training works in the model parameters and the presentation

of model outputs that are not substantially similar to works on which those outputs are grounded

are distinct acts of exploitation that are not preempted by the Copyright Act.

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298. Given these circumstances, equity and good conscience require restitution to PMC.

Google should be ordered to pay PMC a fair price for using PMC’s content to train and ground its

models and/or disgorge to PMC the profits that Google earned from its misconduct.

299. Google’s conduct has injured PMC, and PMC is entitled to restitution and/or

disgorgement of profits and other remedies provided by law.

PRAYER FOR RELIEF

WHEREFORE, PMC demands judgment against Google as follows:

1. Awarding PMC compensatory damages, restitution, disgorgement, and any other

relief that may be permitted by law or equity;

2. Permanently enjoining Google from engaging in the unlawful and unfair conduct

alleged herein;

3. Awarding PMC costs, expenses, and attorneys’ fees as permitted by law; and

4. Awarding PMC such other or further relief as the Court may deem just.

DEMAND FOR JURY TRIAL

PMC hereby demands a jury trial for all claims so triable.

Dated: September 12, 2025 /s/ Ian Crosby


Ian Crosby (Bar ID: WA0036)
SUSMAN GODFREY L.L.P.
401 Union Street, Suite 3000
Seattle, WA 98101
Telephone: (206) 516-3880
Facsimile: (206) 516-3883
icrosby@susmangodfrey.com

Davida Brook (Bar ID: CA00117)


Halley Josephs (Bar ID: CA00217)
SUSMAN GODFREY L.L.P.
1900 Avenue of the Stars, Suite 1400
Los Angeles, CA 90067
Telephone: (310) 789-3100

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Facsimile: (310) 789-3150


dbrook@susmangodfrey.com
hjosephs@susmangodfrey.com

Geng Chen (pro hac vice application forthcoming)


Y. Gloria Park (Bar ID: NY0615)
Elizabeth Aronson (Bar ID: NY0645)
SUSMAN GODFREY L.L.P.
One Manhattan West, 50th Floor
New York, NY 10001
Telephone: (212) 336-8330
Facsimile: (212) 336-8340
gchen@susmangodfrey.com
gpark@susmangodfrey.com
baronson@susmangodfrey.com

Attorneys for Plaintiffs Penske Media Corporation,


Artforum Media, LLC, Art Media LLC, Billboard
Media, LLC, Deadline Hollywood, LLC, Fairchild
Publishing, LLC, Gold Derby Media, LLC, The
Hollywood Reporter, LLC, Indiewire Media, LLC,
Rolling Stone LLC, SheMedia, LLC, Sourcing
Journal Media, LLC, Sportico Media, LLC, Variety
Media, LLC, and Vibe Media Publishing, LLC

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