Down Round

Peak Search

May 9, 2025
The hosts dive into Apple's ongoing legal battles, dissecting the implications of the notorious '30% Apple tax' on developers. They shed light on intriguing court testimonies from Apple's services chief, stirring stock market ripples. The conversation shifts to the complexities of tech revenue, including the scrutiny of Google's partnership with Apple amid declining search trends. They also touch upon the challenges posed by AI misinformation and how major tech firms are navigating changing landscapes in public trust and operational strategies.
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ANECDOTE

James's Awkward Conference Moment

  • James JR Hennessy shared a cringe-worthy experience entering a PR conference with a loud intrusion.
  • This light-hearted moment contrasts with his upcoming serious talk on AI's impact on PR firms.
INSIGHT

Apple's App Store Payment Ruling

  • The Apple App Store must allow third-party payments, ending Apple's strict 30% commission rule.
  • This ruling challenges Apple's historic control and prompts changes to app payment methods.
INSIGHT

Peak Search Marked by AI Rise

  • Safari searches dropped for the first time in two decades, linked to AI usage.
  • This suggests a significant shift in how people seek information, potentially signaling peak traditional search.
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