Apple's Eddy Cue stirred controversy with comments suggesting that AI competitors like ChatGPT are diminishing Google's dominance in search, particularly on Apple's Safari browser. This triggered an 8% drop in Google's stock. In response, Google refuted Cue's claims without outright disagreement, emphasizing growth in search volume across devices, raising questions about the accuracy of Cue's statements. The divergence in perspectives between these tech giants highlights an ongoing rivalry and the pressures of AI competition, fueling speculation about Google's future in the tech landscape.
Google's increasing searches contradict Cue’s claim, indicating ongoing engagement with its search engine despite competitors. However, Cue’s insight into Safari’s declining usage raises concerns.
The tension between Google and Apple points to a larger battle in tech for search dominance, as Google’s rapid AI efforts highlight its awareness of potential threats.
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