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cover of episode Why Apple is trying to save Google

Why Apple is trying to save Google

2025/5/9
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The Vergecast

AI Deep Dive Transcript
People
D
David
波士顿大学电气和计算机工程系教授,专注于澄清5G技术与COVID-19之间的误信息。
E
Eli
N
Nilay
R
Richard
Topics
Eli: 我预测三年后,苹果和谷歌将面目全非,因为它们正面临着来自法院的巨大压力,以及人工智能带来的变革。 在谷歌搜索案中,谷歌每年向苹果支付200亿美元,使其成为Safari浏览器的默认搜索引擎。埃迪·库伊的证词暗示,人工智能正在改变搜索方式,导致Safari浏览器上的谷歌搜索量下降,这给谷歌带来了巨大的风险。 苹果公司也面临着App Store收入减少的压力,因为法院裁决允许Spotify、亚马逊等公司绕过苹果的应用内购买系统。 这些变化将对苹果和谷歌的业务模式和市场地位产生深远的影响。 David: 谷歌之所以强大,是因为它能负担得起成为各个平台默认搜索引擎的费用,而苹果的Safari浏览器是其中最重要、最昂贵的组成部分。埃迪·库伊试图保护苹果从谷歌获得的巨额收入,并暗示市场正在发生变化,人工智能将取代传统的搜索方式。 苹果公司也希望保护其App Store收入,并正在试图阻止其减少。 谷歌搜索面临威胁的第一个证据,将成为谷歌的死亡丧钟。目前的人工智能搜索技术还不能满足所有需求,但市场正在发生变化,这给谷歌带来了巨大的压力。 Nilay: 埃迪·库伊在证词中承认,目前的人工智能技术还不够成熟,但同时也暗示,人工智能将改变一切,并可能取代iPhone。 苹果公司有很强的动机尽快将所有这些人工智能技术整合到iOS系统中,以增强其在市场竞争中的地位。 谷歌利用其与苹果的交易来收集搜索数据,并从中获利。目前的人工智能搜索公司还无法像谷歌那样盈利,这给谷歌带来了优势。 如果谷歌输掉反垄断诉讼,它可能会失去Chrome浏览器或Android系统,甚至两者都会失去,这将对谷歌的业务模式和市场地位产生深远的影响。 Richard: 如果谷歌输掉反垄断诉讼,它将面临巨大的变化,因为它将不得不发展其他业务。 苹果公司将失去从谷歌获得的200亿美元收入,以及App Store的大量收入。 Meta公司正面临着来自反垄断诉讼的压力,以及来自TikTok的激烈竞争。扎克伯格在证词中谈到了Instagram、Reels和Threads,并承认Reels的第一个版本是一个错误。Instagram每年花费高达7亿美元来吸引创作者,但其业务模式和市场地位仍然面临着挑战。 三年后,这些公司将面目全非,因为市场竞争激烈,人工智能技术不断发展,以及反垄断诉讼的影响。

Deep Dive

Shownotes Transcript

Where will Meta, Apple, and Google be three years from now? It's starting to look like they might all be very different. Nilay, David, and The Verge's Richard Lawler start the show with Eddy Cue's testimony in the Google search trial, in which Cue argued that AI is taking over — and that Google should be allowed to keep paying Apple gobs of money. The hosts also chat about the latest in the Meta trials, and how the recent Apple ruling is already changing the App Store. Then, there are some gadgets to talk about: the panopticon-slash-killer-app coming for Meta's smart glasses, the new Surface Pro and Surface Laptop, and a lot of new iPhones. In the lightning round, we do another round of Brendan Carr is a Dummy, then talk about some new Netflix designs and the latest in our worldwide hunt for party speakers.

Further reading:

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Eddy Cue is fighting to save Apple’s $20 billion paycheck from Google)

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Apple’s Eddy Cue: ‘You may not need an iPhone 10 years from now’)

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Google searches are falling in Safari for the first time ever — probably because of AI)

Google's statement about Search traffic)

Apple is looking at adding Perplexity and other AI search engines to Safari)

Amazon now has a ‘Get book’ button in its iOS Kindle app)

Epic will use an EU account to bring Fortnite back to the US App Store)

Patreon’s iOS update allows creators to bypass in-app purchases)

Apple is trying to halt the App Store ruling.)

Apple files appeal to wrest back control of its App Store)

A new bill would force Apple to allow third-party app stores)DOJ’s proposed Google changes would ‘deeply undermine user trust,’ search chief says)

Firefox could be doomed without Google search deal, says executive)

DOJ asks court to split up Google’s ad tech empire)

Threads was originally going to live inside the Instagram app | The Verge)

Instagram doesn’t want to be a ‘lean-back experience.’ | The Verge)

‘TikTok is probably the fiercest competition that we have faced.’ | The Verge)

Instagram has spent up to $700 million in a year to lure creators.)

Mosseri calls the first version of Reels his ‘biggest mistake.’ | The Verge)

Meta’s new AI glasses could have a ‘super-sensing’ mode with facial recognition)

Apple is planning smart glasses with and without AR)

Apple ‘iPhone Air’ rumor suggests a bigger screen coming in 2027)

Apple may stagger next year’s iPhones to make way for a foldable)

Microsoft’s smaller Surface Pro has a 12-inch display and starts at $799)

Microsoft shrinks its Surface Laptop down to 13 inches, priced at $899)

Microsoft’s new Surface devices ditch magnetic charging port for USB-C)

How Microsoft shrunk its Surface devices)

Policing News, Policing DEI: The FCC’s Shifting Priorities Erode Its Credibility)

OpenAI abandons plan to become a for-profit company)

Netflix is getting a big TV revamp)

Netflix will try a TikTok-like feed on its mobile app)

I put four robot lawnmowers through a brutal backyard battle)

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