Comment by jonwinstanley
2 days ago
With Anthropic or OpenAI they would have had to pay for it, but Google already pay them $20bn+ per year to be the default search engine - so they just knock $1bn off Google's bill for Gemini
2 days ago
With Anthropic or OpenAI they would have had to pay for it, but Google already pay them $20bn+ per year to be the default search engine - so they just knock $1bn off Google's bill for Gemini
What's the difference if Apple gets $20B from Google and spends $1B to another company or just gets $19B from Google and doesn't spend nothing?
I suppose Apple is forcing Google to compete against itself. "Pay us less, or pay us more and we buy someone else’s model."
Also accounting optics means Apple can shows lower revenue but cleaner margins