The Limitless Podcast Apple's $200B Gut Punch To Google! The AI War Just Escalated
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May 15, 2025 This week, the hosts delve into Apple’s potential move to replace Google as the default search engine, discussing the staggering financial implications. They explore Microsoft's entangled partnerships with OpenAI and how this could shift the profit landscape. The conversation also highlights the rise of innovative startups and the speculations around cryptocurrency tokens linked to AI. Additionally, the crew examines the promise of decentralized AI models, emphasizing the importance of open-source solutions in a tech world dominated by giants.
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Apple's Potential Search Disruption
- Apple considering replacing Google in Safari could cost Google billions in lost search revenue.
- Apple's massive device distribution gives it power to disrupt entrenched search defaults easily.
AI Search Higher Costs
- AI search queries cost significantly more to compute than traditional search queries.
- This cost difference limits AI replacement of search at high volumes currently.
Apple vs Google AI Challenges
- Google excels at AI research but struggles with consumer product execution.
- Apple has good hardware and users but weaker AI software development.