Google Antitrust clears the way for the Gemini Push of the ruling Apple

Eddie Q Is worthy of an increase.

As an executive who oversees Apple’s Services Division, he encourages the protecting tens of billions of billions of dollars in a year that pays to be a default search engine in Google Safari. “I have lost a lot of sleep about this,” he told the witness stand during Google’s antitrust trial earlier this year.

Luckily for Q, his court testimony appears that Judge Amit Mehta has a significant impact, who ruled this week that Apple and others may continue to pay default payments to Google. You can see Q’s arguments in the trial in Mehta’s decision: Apple SVP said that it would be “crazy” to punish the iPhone manufacturer by punishing the manufacturer by restricting the ability to pay for Google’s default status, and the rise of AI companies was remaking the search market anyway. In an attempt to reduce the importance of Apple and Google’s deal, Cue said so much that to say that the Google search in the safari was declining for the first time, causing Google’s stock price to be temporarily dropped.

They are accurate arguments that Mehta is eventually made in his decision. He admitted that the default payment “shapes the market for general search services in favor of Google”, but banning them will have a “crippled” downstream effect on the recipients of those payments. A specific impact he quoted, “Low product and lower product innovation than Apple,” was one of the world’s richest companies. (Apple estimates Google’s payment that it is about 15% of its annual profit.)

Mehta, citing the rise of generative AI companies like Openi and Perplexity, stated as evidence that there is finally competition in the search market. He wrote, “The money flowing to this place, and how soon has come, is amazing.” “These new realities hope to the court that Google will not be competitive if better products emerge.”

As Mehta knows well, the reality of Google and Apple’s financial relationship is much more complicated than that. Google has historically paid Apple, which is one percent of the advertising revenue earned through safari. It aligns the encouragement between two of the most powerful companies on Earth, both shared in the opposite of this system for a better part of two decades.

It is not possible that it is not a coincidence, immediately after Mehta’s decision, News broke This Apple is now collaborating with Google, potentially Gemini Power is AI search engine that it is developing for Siri. Apple officials have been discussing the integration of Gemini in iOS for more than a year, but have returned due to clear optics reasons. The US government has allowed them to move forward.

Tech and Media Stock Research firm Mofetanathansan wrote to its customers this week, “This result is a home run for the status quo, and the status quo is very favorable for both Google and Apple.” “We are not suggesting that the future of search or equipment is now free from competitive threat, but this decision allows to move forward on their terms rather than a disruptive and harmful decisions.”

Apple and Google’s search deal should have been undone, and perhaps it will still be if the Apple eventually gets its turn under the antitrust spotlight. I have spoken with the Google search rivals for many years, who have indicated the deal as an important factor in the stifting competition. You can argue that no deal has actually had much impact on the silicon valley in the long arc of time. The most frightening aspect is that it has enabled two companies that already control how most people reach the Internet and reach the Internet to become more powerful simultaneously.

Now the relationship allowing to continue determines the platform for Apple and Google to expand its shared dominance at the age of AI. Apple is back on AI, but remains a powerful source of distribution to Gemini via iPhones, iPads and MACS. With search payment from Google, Roll continues to roll, Apple will need to acquire startups like Mistral or Perplex to play catch-up? It is already being paid to work with one of the world’s leading AI companies and is now blanch to create deep relations.

This week’s decision also put Openai’s distribution deal with Apple for chat in a difficult place. I am sure Apple likes optionalism, but it is not going to endanger the Google relationship with money by continuing this search. Openai has not yet an advertising business to give competitive cuts to Apple. Despite what Mehta thinks, it is difficult for any other company to imagine Google being able to cross the default payment with a better product (sorry, microsoft). It all leaves Google and Apple, where they are all together: two real monopoles feed each other each.

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