This chapter focuses on the dynamics and market share of browsers, particularly Safari and Chrome. It delves into the partnership between Google and Apple and the tax Google pays to be the default search engine on Apple devices. The chapter also discusses the implications of this deal and the financial benefits for both companies.
Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up.
(00:21) Tim Beyers and Dylan Lewis discuss:
- The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement.
- Target’s efficient quarter and product mix decisions for the holiday quarter.
- Airbnb’s $200M acquisition ot AI company GamePlanner.AI
(16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination.
Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, GJ Hart
Engineers: Dan Boyd
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