Apple is preparing for a future without its $20 billion annual deal with Google, which pays to be the default search engine in Safari. While losing this revenue stream would be a blow to Apple, it could be devastating for Google, which shares 36% of its Safari search ad revenue with Apple. In court, Apple executive Eddy Cue hinted at plans to pivot toward AI-powered search solutions by enhancing its existing Applebot and Spotlight infrastructure or partnering with emerging AI players like Perplexity or Anthropic. Although Apple’s search services may not rival Google’s effectiveness, its strong ecosystem, advertising capabilities, and willingness to innovate with generative AI could help cushion the financial impact. Apple’s exploration of AI-based search threatens Google’s dominance and signals a strategic shift toward greater control over its user experience and data.
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Continue reading Apple’s AI Search Ambitions Signal a Post-Google Future #1820