Shares of Alphabet Inc. fell over 7% after Apple executive Eddie Cue indicated that the company is considering AI-driven alternatives for its Safari browser. Cue testified in an antitrust lawsuit that Apple is witnessing a decrease in searches via Safari and views AI search platforms as serious contenders, unlike traditional engines. Apple plans to integrate these AI tools into Safari but confirms that they will not be the default option immediately. Furthermore, Cue acknowledged preliminary discussions with various AI companies, indicating a structural shift in search engine dynamics.
We'll include them in the lineup - though they likely won't be set as the default, though the services still need refinement.
I think the landscape is changing. There's now real potential thanks to new players approaching the challenge with fresh perspectives.
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