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@coxy @brucel I did a quick search, and it looks like Apple made a profit of around $95B in 2021. If the $15B is correct, and they really only spend $500M on Safari, that would mean that the deal is good for just over 15% of Apple's total profit.Permalink On twitter.com
Mood +9 🙂
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@coxy @brucel In comparison, they made around $18B on all of their Services, combined (just under 19%). The search engine deal is a pretty big deal to them.Permalink On twitter.com
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@coxy @brucel Then you'd have to ask yourself if Apple thinks they can make their search engine any good and have users actually use it so they can try to make up for not getting the Google deal by doing ads. And/or, as you suggest(?), they don't care about the $, they care about privacy...?Permalink On twitter.com
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@coxy @brucel I will admit that the Apple Bubble seems to be quite good, so there's a good chance they actually believe they can compete with Google search (on a technical level, ads, etc), at least to some degree?On twitter.com
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@coxy @brucel Anyway. Sure, they might do it. But the way they deal with privacy vs profit in China makes me believe they're not going to abandon the search deal any time soon. I can already hear Tim say: “I don’t hear our users asking that we put a lot of energy in on that at this point” 😅Permalink On twitter.com