At one point it felt like Google search could never be unseated, then suddenly within six months or so, I barely use it. I'm not saying it's dead yet, nor do I know what Apple's killer will be, but it is hard to see these things coming.

If I had to guess? All of Apple's strengths lie around the domination of the (local) personal computer. Top notch UX, best in class performance etc. AI could make that significantly less important. Who cares about beautiful UX when you only interact via MCP? Who cares about incredible silicon when it's not your hardware and it runs, fast, a thousand miles away?

But more likely, it'll be something else neither of us see coming.