Google pays to be the default search because they make more from selling ads on those searches than they are paying for the search.
replyI don't see the same thing here. Google isn't making any money from being the assistant in Apple, so why would they pay to be it?
Yet? Maybe they are but embedding adds or paid signal amplification/probability tweaking has already been floated on the market and may already be a product.
replyFor Google, search quality is a moat. And it's becoming apparent that AI quality is a moat as well.
replyIt doesn't matter if it's classic search or LLM. They can monetize tracking information as easily as they can sell ads. They'll have fast cheap custom-built assistant models that run on device by default, keeping things profitable. In time they'll likely double-dip again by injecting product placement in results.
replyGoogle can't track information in private inference. That's kinda the point.
replyMaybe. Search ads likely make Google more money than they pay apple. For AI, Google currently loses money. If they eventually make money via ads, then sure. Else, apple will have to pay them
replyApple has started adding ads to iOS (e.g. maps), just like Microsoft.
replyI guarantee you Google will start letting people pay to influence the output of the Gemini models once they figure out how to do it.
Search has ads but Siri doesn't. And when Apple puts ads in Siri they won't be Google ads. I don't think Google benefits from this deal enough to be worth paying.
replyEventually? I bet they already are.
replyThis is the most likely explanation. Apple manufacturers some of the best inference silicon on earth. Apache licensed models are already 1000x smarter than siri and strongly outperform anthropic, openai and google in the 8-128GiB of RAM range. The article says Apple can run this stuff on customers’ hardware, so that’s the range of model sizes that actually matter.
reply> Apache licensed models are already 1000x smarter than siri and strongly outperform anthropic, openai and google in the 8-128GiB of RAM range
replysmart is a weird term, gemma4 is an amazing omni model better than qwen3.6 for non coding tasks (as for all Gemini models). For Apple Intelligence gemma4 makes a lot more sense.
Not if the privacy situation is what Apple says in the Keynote. Only if they can tap that data.
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