Apple senior vice president of services Eddy Cue set alarm bells ringing on Wednesday after dropping a bombshell at Google's antitrust trial: Google searches through Safari dropped in April for the first time ever. While his comments triggered a frenzied sell-off in Google stock, it might not be the only reason the company's watchers should be concerned about Google's ability to keep full control over the search market.A little-noticed number in Google's latest financial disclosure may be the realest sign ...

凤凰网科技讯 北京时间5月8日，据《华尔街日报》报道，谷歌搜索可能没有人们想象的那么难以替 代。人工智能对于谷歌的威胁正在变成现实。 苹果服务业务高级副总裁埃迪·库伊(Eddie Cue)在周三揭示了一个残酷的现实：过去两个月，Safari浏览 器上的谷歌搜索量有所下降，"这种情况已经20多年没有出现过了"。库伊同时还披露了谷歌搜索量下滑 的原因：越来越多用户开始使用ChatGPT和Perplexity等生成式AI服务。 即便没有美国政府的反垄断诉讼，谷歌如今也显得更加脆弱了。自2022年底ChatGPT首次发布以来，谷 歌的全球搜索市场份额已从大约93%滑落至上月的89.7%。虽然跌幅不大，但根据研究公司Statcounter数 据，过去6个月中，谷歌全球搜索市场份额有5个月都低于90%(只有2月高于90%)，这一持续时间至少十 年来未曾出现过。而且，根据OpenAI的数据，截至上个月，每周有大约4亿人使用ChatGPT。 谷歌搜索依旧赚钱，美国独立研究公司MoffettNathanson的分析师指出，"绝大多数"导向AI聊天机器人 的搜索查询本质上不具有商业性。然而，华尔街对于Alphabet在这方面的盈 ...

Group 1 - Apple is reconsidering its lucrative search partnership with Google, suggesting that this deal may not be necessary in the long run, and even the iPhone may not be used in the future [1][3] - Apple receives approximately $20 billion annually from Google for setting its search engine as the default option on devices, but there are indications that the search landscape is changing [1][2] - Eddy Cue highlighted a decline in Google search queries on Apple devices in April, marking a shift towards artificial intelligence (AI) services [1][2] Group 2 - Apple's plan to pivot its Safari browser towards AI services aims to diminish the importance of its existing agreement with Google [2] - Analysts suggest that Apple may emphasize data points to argue that Google's dominance in search is not anti-competitive, which could influence legal outcomes [2] - Despite the potential shift, there remains an opportunity for deeper collaboration between Apple and Google in the AI space, as Google has integrated its Gemini AI system into search [2] Group 3 - Eddy Cue's comments about the future of the iPhone are notable, indicating that it may not be necessary in a decade, despite the iPhone currently contributing over half of Apple's revenue [3] - Cue expressed concerns about terminating the revenue-sharing agreement with Google, stating that Google should remain the preferred search engine for now [3] - Apple is currently utilizing OpenAI's ChatGPT for Siri queries and plans to incorporate Google's Gemini as an alternative later this year [3]

机器之心原创 作者：Panda 五一假期刚过，相信不少人已经在朋友圈的「人海直播」中深刻体会到了一个真理：出门旅游，光靠一腔热情远远不够。 翻了三十个小红书帖子，打开十几个 App 对比攻略，还没出发脑子就已经「宕机」；真到了景点，又发现「人从众」三个字压根写不下那条排队长龙。这种「早 知道就不来了」的懊恼，相信很多人都不陌生。 问题不在于信息不够，而在于 我们没有时间也没有耐心，把海量信息变成真正可用的答案 。这正是搜索引擎时代的「隐性成本」—— 你在不断翻页、筛选、甄 别，而不是直接得到解决方案。 AI 搜索的兴起，第一次打破了这个路径依赖。在大模型的加持下，搜索不仅能找到网页，更能将信息初步「消化」，生成一段简洁的回答。只是，之前的大部分 AI 搜索仍然局限在「你查我找并总结」的层面，回答浅尝辄止，逻辑支离破碎，甚至连问题的重点都没抓住。现如今，虽然已有不少服务商开始推出自家的「深 度思考」，但实际上这些 AI 并没有具备真正的思考能力，仍旧是一种计算过程。 那么，夸克的「高搜商」究竟高在哪？ 虽然都叫「深度」 但高搜商的夸克并不一样 市面上已经有不少带「深度思考」的「AI+搜索」产品，但夸克的深度搜索 ...

Group 1 - Quark has launched a new "Deep Search" product that utilizes deep thinking capabilities, intelligent retrieval technology, and precise answering functions to address complex user queries effectively [1] - The "Deep Search" feature analyzes user questions in depth, extracting key information and true intentions through a "think first, then search" approach, enhancing the quality of search results [1] - This product aims to reduce decision-making costs for users in various fields such as daily life, travel planning, healthcare, and education by providing detailed solutions and explanations [1] Group 2 - Quark has also upgraded its "Image Intelligent Processing" feature, allowing users to edit images through conversational commands and transform ordinary photos into artistic styles [2] - According to Huachuang Securities, with Alibaba's continued investment in AI, Quark is expected to become a national-level "AI super entrance" [2] - Quark has recently topped the free and tools charts in the App Store for Hong Kong, Macau, Taiwan, and Singapore, indicating its popularity as an AI application in the Chinese-speaking world [2]

DeepSeek-R1已加入纳米搜索底层的CoE 【华泰计算机】#三六零国内AI搜索龙头，MCP进一步强化纳米客户端地位 Google暴跌，原因系Apple准备在Safari浏览器中引入AI搜索，市场预期将侵蚀Google的搜索份额，进而影响广告收 入。 #三六零纳米AI搜索商业模式已跑通，广告CPM有望增加。 【纳米搜索网页端3月访问量3亿次，App月活近2000万】。 DeepSeek-R1已加入纳米搜索底层的CoE（专家链）聚合模型，其低成本有望继续抬升单次搜索利润；广告位增加 有望带来点击收入增加。 【华泰计算机】#三六零国内AI搜索龙头，MCP进一步强化纳米客户端地位 Google暴跌，原因系Apple准备在Safari浏览器中引入AI搜索，市场预期将侵蚀Google的搜索份额，进而影响广告收 入。 #三六零纳米AI搜索商业模式已跑通，广告CPM有望增加。 【纳米搜索网页端3月访问量3亿次，App月活近2000万】。 #三六零既有MCPHost能力，也有API工具价值。 GensparkSuperAgent产品1个月ARR2200万美元，或是有史以来ARR增长最快的初创公司。 可见Agent客户端或 ...

Shares of Google parent Alphabet Inc. tanked more than 7% on Wednesday after a senior Apple executive signaled that the iPhone maker was looking at search engine alternatives for its Safari web browser.Eddie Cue, Apple’s senior vice president of services, testified on Wednesday as part of the Justice Department’s antitrust lawsuit against Google that Apple was “actively looking at” AI-powered search engines which would replace Google as the default option on the iPhone and other devices.Alphabet shares were ...

Ever since ChatGPT burst onto the scene in 2022, investors have wondered about the implications for Google. Mainly: What happens to the company if lots of people start using AI engines to answer questions instead of Google's dominant search engine? Now it looks like that might actually be happening.Apple executive Eddy Cue says searches on Apple's Safari browser shrank for the first time ever in April — a change he chalked up to people using AI instead. Cue made that disclosure on Wednesday while testif ...

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First Quarter 2025 Earnings Teleconference May 5th, 2025 ® ß CONTENTS Q1 2025 Summary Q1 2025 Supplemental Information 2 Cummins Disclosure Regarding Forward-Looking Statements Information provided in this presentation that is not purely historical are for ward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our forecasts; guidance, preliminary results, expectations, hopes, beliefs and intentions on strategies regarding the future ...