AAPL & GOOG
IN AI?
- 01. The Internet Era
- 02. The AI Era Shift
- 03. The Critical Question
In the Internet Era, by 2020, Google was paying Apple $20 billion—approximately one-third of its annual profit—to secure its status as the default search engine, with these acquisition costs climbing year after year.
In the nascent stages of the AI Era, two years following the launch of GPT-4, the dynamic has shifted: to integrate Google’s Gemini AI into Siri and power its services, Apple is now required to pay Google $1 billion annually. (For the moment, this accounts for merely 1–2% of Apple's annual profit, but what does the future hold?)
Both stand as titans, yet the question remains: who holds the blade, and who lies on the chopping block?