| ▲ | brokencode an hour ago | |
That’s over half of their business, but they do have some diversification with YouTube, Play Store, and cloud services. Some of their newer efforts like Waymo and AI hosting for Apple could turn into large businesses to make up for any lost search revenue. They also have significant costs to maintain their search revenue, such as $20B a year to Apple alone to make Google the default search engine in Safari. If search becomes less lucrative, they would presumably pay less for such deals. So yeah, definitely a time of disruption for Google and they need to keep moving fast on many fronts, but they are still well positioned in multiple markets to be successful. | ||
| ▲ | phatskat 2 minutes ago | parent [-] | |
> AI hosting for Apple Curious to see how long that lasts - YouTube and Google Maps were fairly mainstay apps for iPhones for a while, and eventually Apple cut the Maps cord to do their own thing. I don’t know if that’s from an existential concern of “we need to eventually move Maps in-house”, but given the Google of it all I wouldn’t be surprised if Apple is already at least planning on how to do the same with AI once the bulk of the usage evens out i.e. let someone else worry about it now while also getting a read on what rolling their own would feasibly require. | ||