Would be quite a financial swing for Apple from getting paid billions of dollars by Google for search to having to spend billions of dollars to make their own.
From the article Eddy Cue is Apple’s senior vice president of services. "Cue said he believes that AI search providers, including OpenAI, Perplexity AI Inc. and Anthropic PBC, will eventually replace standard search engines like Alphabet’s Google. He said he believes Apple will bring those options to Safari in the future."
So Apple may not be making their own, but they won't be spending billions either. I'm wondering how the people will be able to monetize the searches so that they make money.
FWIW I searched this story not long after it broke and Google - yes the traditional "old school search engine" - had an AI-generated summary of the story with a breakdown of the whys and how's right there at the top of the page. This was basically real time given or take 10 minutes.
I am not sure why people think OpenAI et al are going to eat Google's lunch here. Seems like they're already doing AI-for-search and if there is anyone who can do it cheaply and at scale I bet on Google being the ones to do it (with all their data centers, data integrations/crawlers, and custom hardware and experience etc). I doubt some startup using the Bing-index and renting off-the-shelf Nvidia hardware using investor-funds is going to leapfrog Google-scale infrastructure and expertise.
