Apple’s AI Search Ambitions Signal a Post-Google Future #1820

Apple is preparing for a future without its $20 billion annual deal with Google, which pays to be the default search engine in Safari. While losing this revenue stream would be a blow to Apple, it could be devastating for Google, which shares 36% of its Safari search ad revenue with Apple. In court, Apple … Continue reading Apple’s AI Search Ambitions Signal a Post-Google Future #1820 →

The post Apple’s AI Search Ambitions Signal a Post-Google Future #1820 appeared first on Geek News Central.

Episode Transcript

(00:00):
The lead story for Thursday, May 8. Apple's
preparing for future without its 20,000,000,000
annual deal with Google,
which pays to be the default search engine
in Safari.
While losing this revenue stream would be a
blow to Apple, it could be really devastating
for Google,
which shares 36%

(00:21):
of its Safari
search ad revenue
with Apple.
In court,
Apple executive Eddie Q hinted at plans to
pivot towards AI based search solutions either by
enhancing its existing Apple bot
and spotlight
infrastructure
by partnering with emerging AI players like perplexity

(00:42):
or Anthropic.
Although Apple's own search service may not yet
rival
Google's effectiveness,
its strong ecosystem, advertising capabilities, and willingness to
innovate
with generative AI could help cushion
the financial impact.
Apple's exploration of AI based search not only
threatens Google's dominance,

(01:04):
but also signals a strategic shift towards
greater control over its user experience and data.
I wanna welcome you to episode
1,820.
I'm your host, of course, Todd Cochran.
I tell you this,
this whole breakup of,
you know, Apple, the what's going on with
the court,

(01:25):
what's going on with AI.
We are on the cusp of some major
major changes
and it's no doubt
that
Google is gonna be a casualty of this
and there's gonna be lots of fallout across
the board we talked about on the last
show on how Mozilla
is so dependent upon Google's money, like 88%

(01:46):
of its budget comes from
Google.
It's,
it's really
a a time of change.
I think we all are trying to embrace
it. At the same time, I think for
for anyone
that is has a business that relies on
search,
you get a little bit concerned

(02:09):
when
you may not be found anymore. And,
AI is got its own
weights and balances,
and you just pray you show up in
the results.
So
I don't know.
I think there's gonna be big, big, big,
big change,
going forward.
I have no doubt,

(02:30):
whatsoever.
But, hey, welcome to episode 18 or 20.
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(02:51):
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(03:11):
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(03:32):
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(04:56):
On the final countdown here for departure,
I leave
out of here Sunday morning very, very, very
early
and then, start to trek home.
I get into Chicago about, twenty four hours
later,
and then,
I spend the night in Chicago, then I

(05:16):
grab the train Monday morning,
and,
actually, Monday afternoon
and get back into,
the end of Michigan,
Monday evening.
So,
back in the studio next week, could there
be no show on
Monday,
obviously.

(05:37):
But,
I'll be back with you. Now here's the
schedule.
One show next week
on Thursday, and then I head to London.
So no shows the following week. So it's
gonna be kinda sporadic here, but But I
wanna make sure we got one in the
can
and,
got this out for you to consume

(05:57):
and,
give you some updates,
a little extra content on the way back.
But, yeah, just wrapping things up here, getting
things packed up,
and,
getting the apartment,
base ready to go into deep freeze
while I'm gone.
Don't know when I'm coming back yet. Haven't
got that schedule figured out,

(06:18):
But, we will, we'll we'll play that by
ear. Hey. Apple executives are suggesting you may
not need an iPhone in ten years. And
I'm just trying to think what but it'd
be replaced by
AI glasses or something? I just can't imagine
that we would have the ability to not
use

(06:38):
an iPhone in the next ten years or
any phone.
It it makes me kinda scratch my head
where they think about this. And, again, tech
is moving very, very quick, so who knows?
Really, it you know, a lot of change
happens very, very quickly.

(06:59):
Apple has also asked the court to halt
the App Store rule changes while it appeals.
Apple says the order requirements profoundly undercut the
integrated iOS ecosystem. Well, they just don't wanna
give up their 27%
commission.
That's what it's about. But Apple's asked a
judge to halt the order,
forcing give up control of the App Store

(07:20):
payments while appeals decisions.
In the filing on Wednesday, Apple says the
order came extraordinary
intrusions that could result in grave
irreparable harm to the company. Yeah.
Your bottom line.
So
that is that is for sure.
So we'll see. We'll see what the court
say.

(07:40):
I I I think it's good that this
is,
moving forward. There needs to be a bit
of shake up in the space.
At the same time, the tech CEOs are
warning senate that outdated US power grid threatens
AI ambitions.
And a stark warning to lawmakers, and I've
been talking about this for a long time
before even AI came out, was about electric

(08:02):
cars.
The technological leaders from the biggest AI companies
have testified that The US aging infrastructure is
unprepared for massive energy demands,
AI potentially jeopardizing US competitiveness
in the rapid evolving
tech race.
So,
executives Microsoft, OpenAI,

(08:24):
CoreWeave, and AMD
highlighting significant challenges in nation's readiness to power
the next generation AI
and,
talks about how
we are relying on fifth year plus old
infrastructure
that are really not meeting the infrastructure
demands.
And, of course, with our,

(08:45):
you know,
countrywide,
you know,
not basically, people don't want nuclear.
Really, we're gonna have to rethink that.
I I I really think so. We're gonna
need
the biggest bang for the buck and the
modest and the biggest amount of power. Solar,
sure. That's great.

(09:07):
All natural resource type of,
energy, yes. Let's go get it. But I
just don't think you're gonna get away without
having,
to build some big massive nuclear power plants.
Nivedi Voss has gotten a 45%
pay bump, but is the billionaire happy? Well,
I
I would think with a $49,800,000

(09:30):
compensation package,
I think I'd be happy too.
This includes a 50% year on year uplift
in base salary,
eye watering stock awards,
and,
that's just that's just amazing. It is.
What what a number. But, you know, he's
being rewarded

(09:52):
because they're, they're doing well. Very, very well.
At the same time, Nvidia stock is in
focus amid reports that the administration plans to
repeal, repeal,
the prior administration's
AI
chip curbs. Now,
the stock fluctuated
as the administration said it plans to repeal

(10:13):
the AI chip export restrictions. Now
they're gonna be replacing the Biden era
chip restrictions with a much simpler rule,
so I'm sure that excludes
China. But, we will see
the Biden era rule known as the AI
diffusion

(10:33):
u rule is a tiered system that cap
amount of AI chips that could be exported
to key US trading partners.
Again, in attempt to thwart chip smuggling to
China through other countries, which we know has
happened.
So,
restricted destinations
included,
Afghanistan, Belarus, Cambodia, Central African Republic.

(11:00):
Excuse me. In all the other players out
there that you would think would be,
on that list. So
we will see where this leads.
Elon Musk is firing back at OpenAI's claim
he's out to sabotage the company.
And a 33 page motion filed Wednesday, attorneys
for Musk and his AI company x AI
argued

(11:21):
that the 97,375,000,000.000
letter of intent to buy OpenAI assets and
related complaints
are covered by first amendment protections and California
litigation privilege.
The nonprofit is nothing more than an inconvenience
standing in the way of Altman's profit driven
ambition, Musk attorneys Mark Tabarro

(11:41):
said in the filing referring to OpenAI CEO
Sam Altman.
OpenAI's counterclaim not only fail as a matter
of law, they confirm OpenAI's betrayal of its
charitable,
charitable
mission and the public at large.
In the April court filing, OpenAI accused Moscow
of waging a relentless campaign

(12:02):
to harm the company.
And,
so again,
this submission
in the Northern District
Of California,
comes out after opening a set of money
would not transfer control away from its nonprofit
after all.
So the Chet GT makers had to restructure

(12:22):
for its its for profit arm as a
public benefit corporation while keeping overall control with
its nonprofit parent.
The move, it says, better reflects its mission.
The Musk team isn't convinced in the Wednesday
filing. They called the restructuring pivot a facade
that changes nothing arguing that does little to

(12:43):
restore the nonprofit's original public serving
goals. So
the battle continues.
Now if you're working for a company,
it's probably not advisable
to put up a website that trashes your
boss.
A Tesla worker knew his anti Elon Musk
website was a risk. Well,

(13:05):
he's a former employee.
Matthew Labrot
might seem to be an unlikely face of
Tesla resistant. He drives a Cybertruck and a
model y powers his home with the company
solar energy system. He trained employees
how to sell electric cars across the North
America. He's even in some of Tesla sales
videos. He
called it a dream job, but he didn't

(13:26):
like the political leanings, and he went to
war on Elon Musk.
And he put up a website,
and,
well,
it didn't go over well.
And,
he's now unemployed.
I'm sure someone will will hire him. Some
company will want this guy to,

(13:49):
to,
to be on their team
when you know that if you say something
political that you don't like, you go out
and put up a website against you. So,
you know, what are people thinking?
You know, work is work. Leave your politics
at home.
Bill Gates tears into Elon Musk for being
involved in the death of the world's poorest

(14:11):
children.
Again,
these cuts to USAID
done by Doge was approved
by the administration.
But,
you know, of course, who are they gonna
blame? Elon.
And,
I think if we
review and there's a website to be able
to do this, review what has been cut.

(14:33):
I think some of that stuff,
some of that funding was going to places
it probably should not have been and and
and funding studies that were,
a a bit,
a bit off the hook.
Now Google's latest Android update patches 46
security flaws.
So that's a it's a big, big update.

(14:55):
And,
there is a zero day as well. So
make sure
that you grab, any updates
as soon as they're available
to be patched and,
be very well well, keep your phone,
safer
and your online experience safer.

(15:15):
Zuckerberg's
grand vision, he says most of your friends
will be AI.
God forbid.
Made a CEO, Mark Zuckerberg, is aggressively promoting
future where AI becomes a dominant form of
social interaction,
claiming that AI friends, therapists, and business agents
will soon outnumber human relationships.
During a recent media blitz across multiple podcasts

(15:36):
and a Stripe conference appearance,
Zuckerberg cited audience suggests cited statistics
suggesting the average American has fewer than three
friends.
Wow.
That true?
While claiming people desire meaningful more like 15
friends, positioning AI companions as a solution to

(15:58):
this gap.
I've got friends I can call right now
and and come bail me out of jail.
I've got I've got five on one hand
that will do that.
That's amazing. Three, the main and founder's vision
extends beyond casual interaction therapeutic and commercial relationships.

(16:20):
What does that mean? With personalized AI that
has a deep understanding what's going on in
person's life, I mean, it's already deployed its
AI across Instagram, Facebook,
and Ray Ban smart glasses reading, reaching nearly
a billion monthly users, of course.
Bit of news out of Mars.
Yeah. Well, it's not coming from Mars but

(16:40):
coming from NASA. NASA's Mars satellites uncover markings
like paint dripping down a wall on the
Martian surface. Well, apparently, this type of
image is not unique to Mars. It's basically
it's a hill,
where's there's been runoff
and,
the familiar soil pattern suggests that Mars and

(17:03):
Earth were shaped by similar forces.
On Earth, the patterns form on the slopes
of cold mountainous regions when worse soils freeze
and thaw throughout the year. And then, of
course, the runoff,
caused these streaks.
And,
they're seeing this activity on Mars. So,
not surprising here,

(17:24):
what they have found. And,
again,
let's, let's get to Mars and check it
out ourselves.
And an update to, the laser messaging system
that's coming from deep space. Earth has got
its first
deep space laser message from 16,000,000
miles away. Now this is not the first
one, but this is much further out.

(17:45):
So
they were able to connect the Sykes
spacecraft to Earth across 16,000,000
kilometers
and,
took fifty seconds for the laser signal to
reach Earth.
And,
and, you know, I understand this technology. I
I really do.

(18:05):
And the amount of data that can be
transmitted through that connection is just,
mind boggling.
It can do transmission speeds of 10 to
a hundred times faster than traditional radio waves.
So,
you know, radio waves
at specific frequencies can move a ton of
data too.

(18:25):
So we're talking about gigabits.
Gigabits of data per second.
So,
exciting stuff. And,
they're thinking this is gonna be the future
for spacecraft going forward. I would think for
data dumping for sure.
Denial as our denial of service for higher
operations has been taken down in a major

(18:47):
policing.
Police in Poland, The Netherlands, and Germany, and
The US ran a coordinated action.
Law enforcement has dismantled this in a press
release. International Police Force said the rest were
part of operation power off. They arrested four
individuals
suspected of running it.
Polish authorities Polish authorities arrested four people who

(19:07):
were suspected running multiple,
stressor booster services.
So,
you know, basically
attacking for hire. So,
they were able to get through and figure
out who these folks were,
man in the middle type of attacks and
and intercepting chats and so forth.

(19:30):
Ultrahuman promised a %
US ring air sales from Texas despite Oura's
ITC challenge.
Well, you know, Oura right now is going
after anyone and anyone that is trying to
build a smart ring.
Ultrahuman says its ultra factory facility in Texas
will soon scale its production to 500,000
rings per year. They say they're currently putting

(19:51):
out about 400 units per day, but they
wanna get up to 1,370
per day. That's if they survive the lawsuit
from Aura,
on specific,
infractions,
trademark infractions.
So we'll we'll see where this leads.
And,
but anyway, a little bit tit for tat.

(20:12):
They say, hey. We're we're we're producing here
in The United States and Aura says, no.
You're not. And,
you know, it's it's a typical,
legal battles that are going on.
Peloton has downplayed tariffs and embraces
AI. Peloton says it's not sweating tariffs during
the period of GDP decline between 02/2008, '2

(20:33):
thousand '9. External data show that it's
US spending on fitness continued to grow.
So they feel that people are gonna continue
to buy its bikes and it's mostly a
subscription business at this point even though their
bicycles are quite pricey.
Peloton saw losses with hardware sales falling 27%

(20:54):
year over year.
Despite that, the company raised its outlook from
247,600,000.0
to 400 247.7.
So
not much of a change.
So, they're hedging here.
There's an article over here at makeuseof.com
talking why it's a good thing that smartphones
are boring now. And if you think about

(21:17):
it,
smartphones have gotten pretty
much
out in there's very few features that don't
make it across
most devices today. Most even inexpensive cell phones
have a great camera.
They've got tools for editing.
You do all the basic functions you can

(21:37):
do with them. Obviously, the higher end phones
have better cameras and so forth. But,
really,
you know, we used to get super super
excited about the release of new smartphones, but
I don't know if that is the case
anymore, to be honest with you.
I just think that,
you know, it's just become a part of
our everyday life. It's, you know, it's almost

(21:59):
been, you know, twenty year eighteen years or
so since the iPhone's been introduced.
So it's been a while.
The Verge, again, going after
the administration,
the new surgeon general nominee cofounded bio wearable
startup with Doge
Operative.
Casey Means is a Maha celebrity. Her cofounder

(22:22):
is now in charge of dismantling the IRS.
They just continue to go after him. Dismantling
the IRS?
The last time I know, they're still collecting
taxes.
Did every did anyone else get to notice
that the IRS is being dismantled?
Did any did any of you get the
notification you don't have to pay taxes anymore?

(22:42):
Lots of people are politically connected.
Lots.
Lots of people.
You know?
Republican or Democrat
is part of the problem.
The whole system is broke.
And, they're trying to tear that down
and get the money out of, you know,
where it's supposed to go
instead of where, you know,

(23:04):
where people are trying to manipulate the system.
But The Verge, they they have just went
all in,
in this negative commentary. Alphabet
stock rebounds. Wall Street Analysts defend company after
Apple's AI search plan triggers 7% sell off.
That's what we talked about here at the

(23:24):
beginning.
Is that,
you
know, Apple may
go their own way.
But, again, Alphabet stock rebound
and, this was after a 7% sale sell
off, but it did raise
about 2%,
today. So,

(23:45):
you know, the stock's gonna go up and
down and people are gonna react, but this
is a time of change. Top medical
device maker, Massimo,
confirmed CyberTech says product may be delayed.
Massimo Corporation has confirmed a cyberattack which crippled
its operations.
A new eight k form filed with The
US Securities And Exchange Commission said it spotted

(24:06):
unauthorized act unauthorized unauthorized activity
on its on premise network
in April.
In response by activating its instant response protocols
and isolating impacted systems,
they say that this may delay
the,
some of their products. Now
they haven't announced if it's ransomware,

(24:28):
so
you'll see where this leads.
Made this new AI glasses could have a
super sensing mode with facial recognition. Boy, I
tell you something.
I'd love to have a pair of glasses
I could wear somewhere and they they would
tell me the person's name,
especially at conferences.
Of course, you know, a whole bunch of

(24:48):
privacy stuff that goes on there. But
in addition to facial recognition, made it made
this AI software, which is activated with a
was saying, hey, m e t a, starts
the live AI command. Could eventually do things
like remind you to grab your keys if
you saw you didn't, remind you to pick
up groceries. But the problem with this right

(25:08):
now
is with the AI model turned on, the
battery just gets killed. It only lasts thirty
minutes.
Trump's FTC
antitrust
folks just got a,
just got a slap down.
It came as the FTC on Wednesday lost
a roughly three year long attempt to undo

(25:30):
Microsoft sixty nine billion
acquisition and gaming gaming giant Activision
on the grounds that the deal would violate
antitrust laws, a three judge panel,
of course, out of the ninth circuit
made it clear that regulators need to show
evidence and not solely a theory that a
tie up will cause real harm

(25:50):
to competition.
They ruled the FTC failed to show Microsoft
would withhold
from rivals Activision's
widely popular video game Call of Duty nor
that the tie up would reduce competition in
cloud gaming.
You know,
again,
I don't know. These these acquisitions happen.

(26:12):
They often get they rarely get reversed.
So, you know, it's almost like it's not
effective, any of these lawsuit actions. It's it's
pretty rare.
Apple sales watch are still falling,
but the reasons are clear. Well, I think
it's clear because
the the the economy is tight. And I've
got an Apple Watch sitting right in front

(26:34):
of me that has lasted forever.
I don't even know what gen it's on.
I can't tell you the last time I
upgraded my Apple Watch.
It's been at least
at least four years.
So
they, you know, they last quite a while,
and they should for the cost, you know,

(26:55):
to be honest with you.
But Apple Watch sales are are down 19%
year on year.
What say you? Are you buying different devices?
Geek news
at gmail.com.
Alienware just launched a new line of more
affordable laptops. Prices for the Aurora models start
at $1,150.

(27:17):
There's a Alienware
sixteen inch
Aurora and the 16 x,
starts at $11.50,
has an NVIDIA
Geoforce RTX fifty seventy,
Doesn't go to 4 k,
but,

(27:38):
they do have models that go all the
way up to $3,100.
So those of you that are Alienware a
lot of my developers are Alienware.
They love the Alienware machines.
PCWorld says that three crucial Windows security mistakes
can wreck your PC.
And most people have heard of these, but
they will still trip you up anyway.

(28:03):
Three particular habits. Well, what are the tech
habits?
Number one, your tech gear shouldn't be freely
accessible to anyone on the Internet.
Okay.
We're all connected the Internet twenty four seven.
But, again,
long as you don't turn on remote desktop

(28:23):
or, you know, let someone have access to
it.
What else?
Again,
malware only
install
software from reputable
platforms,
of course,
and
basically clicking on bad links.

(28:44):
So anyway, they, you know, they recommend switching
to passkeys. And, again, I don't know how
long all this stuff is gonna you know,
these changes,
is it really making things more secure?
Google is cutting hundreds of jobs in a
core business unit.
200,
Googlers
and the global business unit are being made
redundant.
So another headcount reduction

(29:06):
over at, at Google. This is, an its
latest in a series of announcement job cuts.
And,
of course, they gave 12,000,
folks the pink slips
in January of twenty twenty three, but Google
still has about a 83,000
workers. So,
you know, they have a they have a

(29:26):
big stack.
Interesting article
over on earth.com, and this is about it's
kind of a kind of switch from everything
we've been talking about. I should have put
this up in the science area, but,
some bacteria
breathe by producing electricity instead relying on oxygen.

(29:48):
Yeah.
They
breathe molecules. Is that what they do?
Anyway, this is pretty interesting.
I read through the article.
You know, bacteria doesn't like to
be killed.
It it thrives in harsh environments.
So I'm not not surprised that they found

(30:10):
this out. Zook, z o o x, recalls
robo taxis after Las Vegas crash, citing software
fix
that happened back in, well, just the same
prior April.
So they did a voluntary recall to do
a software update. So and you've seen any
of these Zook,
robotaxis
at all in,

(30:31):
in Vegas?
According to the block, US banks can now
buy and sell customers crypto assets on their
behalf. In other words, they can manage your
your your finances. A lot of banks do
this. A lot of people don't know this.
I I personally would never use a bank
to manage my portfolio,

(30:51):
but the US Office of Controller of Currency
said that the national banks are permitted to
buy and sell customers' crypto assets on their
behalf.
The regulator also noted that national banks can
outsource crypto custody and trade execution services to
third parties. Oh, lovely.
Essentially granting them greater flexibility in handling crypto
provided
proper risk management is in place.

(31:14):
So,
I just don't trust banks to do
my trading.
You know, I I really I think it
better to get financial advice,
outside of banks that, you know but
their their job is to make the bank
money.
So I I'm never, you know, I'm not

(31:34):
I'm not a big fan of,
you know, trusting a bank to do this.
Netflix has unveiled a revamped homepage and and
app with open AI powered search.
So
they're rolling up this revamped home page. The
new feature include more visible shortcuts. Now it's
mostly in the mobile experience,
and Netflix is an instant series of changes

(31:55):
to its business launching a cheaper ad support
option to crack down on password sharing. We
know about that.
And,
so anyway, they say this this change is
gonna make it easier
for you to,
for you to find movies and so forth.
We will see. Time will tell.

(32:17):
And, you know, the the dream of a
flying car continues
to, you know, be there. The jets in
life. Right?
But there's a flying sports car set to
go on sale next year for a million
dollars. So lock in company is giving lift
to a long promised dream with a new
production
ready air car.
The flying car that morphs into plane in
just eighty seconds is set to go on

(32:39):
sale.
Slovakian
flying car maker, Klein Vision unveiled air car
two.
Klein Vision cofounder Anton Zajac told T and
W that the vehicle cost between 800,000 and
a million dollars
and will have
a much
powerful
a much
power
my god. A much higher

(33:01):
horsepower engine.
It it scrapped the 1.6 liter BMW engine
for 280
horsepower motor with twice the power.
It's set to boost the aircraft's cruising speed
from one seventy to two fifty, shorten the
takeoff distance, and
you'll have how far is the range? Have
a range of around a thousand kilometers.
Wow.

(33:22):
And,
again, it has a top speed of 202
kilometers per hour on the road. Oh, I
that's gonna garner you a ticket.
But, they've been working on this thing for
thirty five years.
So,
anyone that works at something not for thirty
five years probably at some point
will get it right.

(33:43):
Okay, ladies and gentlemen. This is gonna wrap
me up. Quick show today. No video. Just
audio only. Obviously,
thank you for being here. Thank you for
staying subscribed. I'm, again, transforming,
leaving The Philippines. We'll be back in Michigan
on Monday.
Thursday show in the, in the regular studio.
We'll get that fired up and see what
kind of,

(34:04):
gremlins it has. But, again, it's been my
pleasure bringing you the podcast today.
Thank you for your ongoing support of GoDaddy.
Of course, don't forget to email your comments
to [e-mail].
And if you're not an insider yet, consider
becoming one. And, also, don't forget,
use those new modern podcast apps at podcastapps.com.
We'll see you next time. Take care. Bye

(34:24):
bye.