Is Apple really going to shovel a bunch of money to a direct competitor (Android) in a way that is likely to result in less differentiation for Apple mobile devices?
Android isn’t really a competitor it’s an ecosystem. Google Pixel is a competitor. And would Apple start funding Google’s Pixel market penetration in exchange for AI? Perhaps. Google was funding Apple with default search money for a long time. I think the 20B payment flow is about to reverse direction, not disappear.
Android isn’t really a competitor it’s an ecosystem. Google Pixel is a competitor. And would Apple start funding Google’s Pixel market penetration in exchange for AI? Perhaps. Google was funding Apple with default search money for a long time. I think the 20B payment flow is about to reverse direction, not disappear.