Techmeme Ride Home Thu. 05/08 – Is AI Eating Into Google Search?
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May 8, 2025 OpenAI's new leadership sees Instacart's CEO taking the reins, hinting at exciting changes ahead. Apple is gearing up to challenge Google with AI-driven search alternatives, while new developments from Anthropic enhance web search capabilities. Surprisingly, many companies are struggling to see returns on their AI investments, with only a quarter reportedly meeting expectations. Meanwhile, Netflix introduces a generative AI search feature, and innovative plug-in solar solutions are set to transform home energy systems.
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OpenAI's Application CEO Hire
- OpenAI hired Fidji Simo, Instacart CEO, as CEO of Applications, reporting to Sam Altman.
- Simo will scale product development and monetization while Altman focuses on research and safety.
AI Eating into Google Search
- Apple's Eddie Q revealed iOS searches dropped for the first time, attributing this to AI usage.
- AI search could replace Google on Safari, signaling a major tech shift.
Apple's AI Search Plans
- Apple plans to add AI search options to Safari but probably not as the default yet.
- Google disputes decline claims, reporting growth in queries including from Apple devices.