Letters are not talking about the Google-Apple AI partnership, even for investors

Alphabet declined to respond to one of the investors’ questions about Google’s AI partnership with Apple on Wednesday. Instead of answering the question of experts about how the tech giant is thinking about AI partnerships, such as those with Apple to power Siri’s AI, the question was completely ignored.

The idea tells us something, though — Alphabet isn’t ready to talk about how the deal will affect its core business, which is focused on AI.

Over the years, the Google-Apple relationship has been mutually beneficial. The partnership between the two companies saw the search giant pay the iPhone maker $20 billion to be the leading search engine for Apple devices, documents from the Department of Justice’s lawsuit against the research giant revealed. Then, Google got access to Apple’s biggest customer – the iPhone maker last quarter he announced it has 2.5 billion devices worldwide to give you an idea of ​​its size.

Apple’s latest AI collaboration is Rumors cost Apple about $1 billion a yearbut the benefits of Google are not as quick as it is in search. In Google Search, consumers see links to advertisers’ websites at the top of their search results. Ads in AI Mode, which may one day represent the future of Google’s search business, are still “experimental” at the moment.

The company first he announced last May that it will bring ads to AI Mode, the chatbot mode on Google Search, but this test sees the placement of ads below or integrated with chatbot responses. Google is trying again purchase of medicine, including Buy and AI Modeguiding consumers with product-related questions to seamless payment from an AI interface.

Meanwhile, Google’s AI competitor Anthropic is focusing on ad-supported AI. his upcoming Super Bowl ad, which challenges the business model being adopted by ChatGPT developers OpenAI and Google.

How this will play out in the long run is still an open question – and today, unanswered, apparently.

Overall, Apple’s Siri deal was not mentioned at all in Alphabet’s earnings report on Wednesday. Fotosi only noted that he was happy to be a “cloud supporter” of Apple and will help create “the next generation of Apple models based on Gemini technology.” Google’s Chief Marketing Officer, Philipp Schindler, used the same phrase to refer to Apple, too.