blastdoor
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Ending Google search partnership would hamstring Apple, says Eddy Cue
gatorguy said:blastdoor said:gatorguy said:blastdoor said:gatorguy said:Apple has gone a step further than the article mentions. It now wants to participate in Google's legal defense, concerned that Google cannot adequately protect both themselves and Apple's interests against the government's demands for a break-up.
https://www.thurrott.com/apple/314883/apple-files-to-represent-itself-in-google-antitrust-remedy-proceedingsThe development of a search engine would require diverting both capital investment and employees because creating a search engine would cost billions of dollars and take many years. Search is rapidly evolving due to recent and ongoing developments in Artificial Intelligence, making it economically risky to devote the huge resources that would be required to create a search engine.
makes it sound like not only should Google not be paying apple, but that apple should be paying Google.If Cue truly means this then it implies (1) Google is dumb for paying apple and (2) apple is dumb for pointing out that Google is dumb.But I think neither apple nor Google are dumb, which makes me think Cue doesn’t believe what he’s saying but does believe (or hopes) that the audience for his message is dumb.
Google is paying Apple for default placement, but not so that Apple doesn't create their own search engine. Both companies knew Apple wasn't planning one, something frenemies would understand. Google wanted a guaranteed fast track to Apple users and their shopping plans, worth about $40B/year in profit as of 2021 after paying Apple their cut. That's minimally $160B into Google coffers over the past four years and probably north of $200Billion. AS for Apple they got at least $80B for doing essentially nothing and at zero cost. Pure profit. Surely you understood why the two made a deal?
With Apple and Google it was not set at a flat $20B. It is percentage-based and could have been more or less based on how much profit Google realized.
There's no other search provider who would have delivered better results for Apple, and there still isn't. Apple likes profit, and profit without effort is even better.If Google is clearly the best search engine that Apple really wants to use and Apple would never ever want to build their own, why does there need to be a contract? Why does there need to be any payments? -
Ending Google search partnership would hamstring Apple, says Eddy Cue
danox said:blastdoor said:gatorguy said:blastdoor said:gatorguy said:Apple has gone a step further than the article mentions. It now wants to participate in Google's legal defense, concerned that Google cannot adequately protect both themselves and Apple's interests against the government's demands for a break-up.
https://www.thurrott.com/apple/314883/apple-files-to-represent-itself-in-google-antitrust-remedy-proceedingsThe development of a search engine would require diverting both capital investment and employees because creating a search engine would cost billions of dollars and take many years. Search is rapidly evolving due to recent and ongoing developments in Artificial Intelligence, making it economically risky to devote the huge resources that would be required to create a search engine.
makes it sound like not only should Google not be paying apple, but that apple should be paying Google.If Cue truly means this then it implies (1) Google is dumb for paying apple and (2) apple is dumb for pointing out that Google is dumb.But I think neither apple nor Google are dumb, which makes me think Cue doesn’t believe what he’s saying but does believe (or hopes) that the audience for his message is dumb.
Google is paying Apple for default placement, but not so that Apple doesn't create their own search engine. Both companies knew Apple wasn't planning one, something frenemies would understand. Google wanted a guaranteed fast track to Apple users and their shopping plans, worth about $40B/year in profit as of 2021 after paying Apple their cut. That's minimally $160B into Google coffers over the past four years and probably north of $200Billion. AS for Apple they got at least $80B for doing essentially nothing and at zero cost. Pure profit. Surely you understood why the two made a deal?Google paid Apple to stay out of search as a competitor and to kill off as much of the competition as possible perfect as far as Google was concerned kill two birds with one stone not quite as genius as creating the Chrome browser whoever came up with that idea it was a stroke of genius on Google‘s part, spy on the dumb public with a free browser genius……. The creation of the Chromebook and selling it to schools isn’t far behind either. A special type of evil. -
Ending Google search partnership would hamstring Apple, says Eddy Cue
gatorguy said:Apple has gone a step further than the article mentions. It now wants to participate in Google's legal defense, concerned that Google cannot adequately protect both themselves and Apple's interests against the government's demands for a break-up.
https://www.thurrott.com/apple/314883/apple-files-to-represent-itself-in-google-antitrust-remedy-proceedingsThe development of a search engine would require diverting both capital investment and employees because creating a search engine would cost billions of dollars and take many years. Search is rapidly evolving due to recent and ongoing developments in Artificial Intelligence, making it economically risky to devote the huge resources that would be required to create a search engine.
makes it sound like not only should Google not be paying apple, but that apple should be paying Google.If Cue truly means this then it implies (1) Google is dumb for paying apple and (2) apple is dumb for pointing out that Google is dumb.But I think neither apple nor Google are dumb, which makes me think Cue doesn’t believe what he’s saying but does believe (or hopes) that the audience for his message is dumb. -
Ending Google search partnership would hamstring Apple, says Eddy Cue
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Apple's bad blood with Nvidia continues, after decades of fighting
I wonder if it’s not really “bad blood” but an inability to find common ground in negotiation.Nvidia wants to charge a premium for their GPUs, Apple doesn’t want to pay a premium. Nvidia has other customers willing to pay their price, apple finds other suppliers willing to charge Apple’s price.In the long run, though, I predict nvidia gets squeezed. I don’t mean that they will go out of business only tha their profit rate and stock price are going to come down a fair bit.