Investors Score the US-v.-Goog... Note

Investors Score the US-v.-Google Remedies Ruling a Win for Google and Apple

A recent ruling has been interpreted as a significant victory for Google and Apple, allowing their existing default search engine arrangement to persist. This agreement sees Google paying Apple over twenty billion dollars annually for its prominent placement on Safari. However, a nuanced interpretation suggests Google may no longer be permitted to pay for this default status. The author argues Google shouldn't have included such clauses in contracts, instead paying for actual search traffic. This ruling also opens doors for enhanced collaboration between Apple and Google on AI services for Apple devices. Analysts believe this could facilitate a partnership between Apple and Google's AI system, Gemini. Previously, Apple had a deal with OpenAI for ChatGPT integration. The author speculates the antitrust ruling might have been the reason for the delayed announcement of Gemini as an Apple Intelligence partner. At WWDC, Google Gemini was mentioned as a potential partner, but a year later, no announcement has been made. The author also expresses skepticism about Chrome being considered a sellable asset in this context.