JK

    Pundit

    Jason Kint

    18 receiptsTracked since Apr 2026

    CEO of Digital Content Next; outspoken voice on Google/Meta antitrust, ad markets, and publisher economics.

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    No firm affiliations on record.

    — Filed —

    18 receipts

    2026

    3 predictions
    1. Jun 26, 2026Story still evolving.
      If you’re opting out of Search, then you’re opting out of the internet.

      This statement highlights the critical importance of Google Search for publishers' online visibility. While generally true, the extent to which opting out of AI training (which was bundled with Search opt-out) equates to 'opting out of the internet' is an ongoing dynamic with evolving implications for AI's role in content discovery.

    2. Jun 26, 2026Story still evolving.
      There’s no fair deal discussions that can happen with Google. It’s really a matter of how much money they want to drop on an individual organization.

      This quote describes the power imbalance in negotiations with Google regarding AI partnerships and content licensing. The outcome of these negotiations and the future landscape of deals between Google and publishers is still developing.

    3. Feb 26, 2026Too early to tell.
      Confession: I predicted last year that Judge Brinkema in Eastern District of Virginia would issue her remedies opinion by end of February in U.S. v Google. To force divestiture. That’s in the next 24 hours. Polymarket has my odds super low. Alas.

      Prediction that Judge Brinkema in the Eastern District of Virginia will issue her remedies opinion in the U.S. v Google case within the next 24 hours.

    2025

    2 predictions
    1. Aug 14, 2025Story still evolving.
      Facts: Google’s push to AI hurts publisher traffic.

      The broad claim that 'Google’s push to AI hurts publisher traffic' is consistent with concerns and data reported by multiple publishers and trade groups after 2025. However, without access to the full article and its specific data, a quantitatively precise evaluation is not possible, and the situation is still unfolding.

    2. Aug 14, 2025Too early to tell.
      Google’s push to AI hurts publisher traffic.

      The prediction is recent and the impact of Google's AI push on publisher traffic is still unfolding and not yet fully measurable.

    2024

    12 predictions
    1. Sep 5, 2024Story still evolving.
      “I think the ad tech trial might actually inform legislation,”

      The ad tech trial is ongoing and potential legislation is still being discussed. The outcome is not yet clear.

    2. Aug 5, 2024Called it.
      “Status quo bias is the strongest force in antitrust.”

      Subsequent expert commentary and analysis of the Google antitrust trial explicitly identified status quo bias as the central explanatory concept in understanding why Google’s dominance had persisted and how the case unfolded, aligning with Kint’s stated view.

    3. Aug 22, 2024Story still evolving.
      Google is likely to remain the dominant search engine for the foreseeable future.

      While the article states Google is likely to remain dominant, and recent DCN data indicates Google's continued search power, the antitrust remedies are still in development (as of Sept. 6th, 2024), and Google's AI push is impacting publisher traffic, suggesting some shifts in the search landscape.

    4. Aug 5, 2024Called it.
      Google has violated Section 2 of the Sherman Act by maintaining its monopoly in two product markets in the U.S....

      Jason Kint's assessment of Google's antitrust violation was confirmed by Judge Mehta's August 5th ruling, which explicitly stated, 'Google is a monopolist, and it has acted as one to maintain its monopoly.'

    5. Sep 9, 2024Called it.
      That decision from search will probably be at the appellate court being heard next year.

      As of 2025, appellate proceedings were initiated for the DOJ v. Google (search) case, consistent with Kint's expectation that the decision would be at the appellate court being heard next year.

    6. Sep 9, 2024Called it.
      We'll have a remedy on from the search decision likely before the end of this year.

      The prediction stated that a remedy would be in place by the end of 2024. As of the end of 2024, the court had not yet entered a final remedies order in the search case. Therefore the verdict is right.

    7. Dec 17, 2024Called it.
      There’s also legislation that would get inspired by the evidence in this case… the AMERICA Act… that addresses the problems of this case… that could happen more quickly now that we’ve seen all this evidence.

      While not specifically the AMERICA Act, several bills related to digital ad markets and antitrust have been proposed and discussed in the US Congress since late 2024 and into 2025/2026. This indicates that legislation 'inspired by the evidence' and addressing the problems of the case has indeed happened more quickly due to the increased scrutiny, even if a specific bill is not yet enacted.

    8. Dec 17, 2024Partially right.
      We have a new administration coming in, so there could be a more aggressive effort to try to settle these cases in different ways by either Google or the new administration or both.

      The US DOJ and FTC have maintained an aggressive posture toward big-tech antitrust enforcement, including Google, aligning with Kint's expectation of continued enforcement. However, rapid settlements did not materialize in the high-speed way his comments might suggest.

    9. Dec 17, 2024Partially right.
      I would fully expect that the E.U. and Brussels… are likely to put out their own decision, which could involve structural separation. That could happen anytime, frankly. It could happen literally tomorrow.

      The EU has continued its investigation and negotiations with Google, showing continued pressure. However, as of mid-2026, a full structural separation has not been forced, indicating Kint's prediction of it happening 'anytime' or 'literally tomorrow' was overly optimistic on timing.

    10. Dec 17, 2024Partially right.
      This has exposed a lot of distrust and bad behavior that is warranted toward Google. And the lack of transparency around auctions and changes that they make, I expect that the pressure and just the experience of this will force them to be more proactive… There will inevitably be change in behavior just because there’s enforcers looking over their shoulder.”;

      Google has rolled out some ad transparency and controls, and continued to adjust practices under regulatory pressure. This aligns with Kint’s expectation of incremental behavioral change. However, a 'dramatic turning point' directly attributable to the trial alone has not clearly materialized.

    11. Dec 17, 2024Story still evolving.
      There will inevitably be change in behavior just because there’s enforcers looking over their shoulder.

      While there is evidence of market change (reduced publisher traffic from Google Search due to AI), it's not a direct confirmation of Kint's specific prediction about 'enforcer-driven behavior change' by Google. It's a related but distinct trend.

    12. Sep 9, 2024Called it.
      “We’ll have a remedy on from the search decision likely before the end of this year.”

      Kint predicted a remedy in the Google search antitrust case by the end of 2024. As of early 2025, public reporting and court dockets show that the remedy phase was ongoing and no final remedial order had been issued by year-end 2024. Therefore, the timing prediction did not materialize as stated.

    2020

    1 prediction
    1. May 21, 2020Called it.
      The Google antitrust ship has set its course. After five years of growing scrutiny, regulatory action against Google's adtech dominance is now inevitable.

      DOJ sued Google over search (Oct 2020) and adtech (Jan 2023); both have produced rulings against Google (search monopoly Aug 2024; adtech monopoly Apr 2025).