Apple has all the pieces for it’s own search engine. It just needs the appetite to give up $8B in guaranteed money from Google each year.
AI might be the catalyst. Models are built on data, and big companies aren’t going to want to share. (Plus, any antitrust action may make Big G less likely to shell out.)
Think about a Spotlight search experience built on full, cross-app/web indices and connections to various inputs types with a chat-like interface. All built on Apple’s privacy reputation. (And Apple’s adtech stack, of course.)
Headline: Gen Z is more likely to be OK with targeted ads — here’s what the numbers say / Shopping habits of the younger cohort differ significantly from baby boomers.
Here’s what this actually means:
Younger consumers raised post-social media are fine with their advertising normal. Internet native shoppers also shop differently than older shoppers.
No surprises here.
Product placements can drive searches and purchases, research finds
This is why:
- Apple made it easy to use their products in TV and movies
- Multimodal AI will change search behavior (just snap a pic of the screen and ask “where can I buy this?”)
- Streaming platforms (like Amazon (and video game companies)) want to make media shoppable
A glimpse of the future from the All-In Podcast:
The app developers—as they’re called today—are basically building in-stream utilities that are part of the chat interface that is the phone itself.
We used to write websites. Then we wrote apps. And now we’re going to write these in-stream services—these plug-ins.
Google is on trial.
AI will reinvent search behavior.
Social is closing off, going private, and decentralizing (yeah, confusing).
Cookies will be naught but crumbs.
Apple is still trying to build an ad empire.
The digital ad duopoly has already been disrupted. Looking like that was just the start.
