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Vishu Bheda
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Medial • 2d
𝗔𝗽𝗽𝗹𝗲’𝘀 $𝟮𝟬𝗕 𝗣𝗹𝗮𝗻 𝗶𝘀 𝗹𝗼𝗮𝗱𝗶𝗻𝗴. Perplexity AI is the rising star in the AI world. It's now worth around $14B. Meta tried to buy it — but the deal didn’t happen. Now Apple is interested. But this isn’t just about buying a cool AI startup. It’s about 𝐩𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐧𝐠 𝐀𝐩𝐩𝐥𝐞’𝐬 𝐟𝐮𝐭𝐮𝐫𝐞. Right now, Apple makes about $𝟐𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 𝐚 𝐲𝐞𝐚𝐫 by keeping Google as the default search engine on iPhones. But that deal is under threat from U.S. government rules. If it gets shut down, Apple could lose a massive chunk of revenue. 𝗦𝗼 𝘄𝗵𝗮𝘁’𝘀 𝘁𝗵𝗲 𝗺𝗼𝘃𝗲? → Apple is having internal talks to buy Perplexity → Use it to build its own AI search engine → Be ready in case the Google deal ends 𝗠𝗲𝗮𝗻𝘄𝗵𝗶𝗹𝗲, 𝗣𝗲𝗿𝗽𝗹𝗲𝘅𝗶𝘁𝘆 𝗶𝘀 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗳𝗮𝘀𝘁: Just partnered with Samsung Might be pre-installed on Samsung phones Has its own browser called 𝐂𝐨𝐦𝐞𝐭 Could rise even faster if Google is forced to break up Chrome The big picture? 𝐀𝐩𝐩𝐥𝐞 𝐢𝐬 𝐪𝐮𝐢𝐞𝐭𝐥𝐲 𝐩𝐫𝐞𝐩𝐚𝐫𝐢𝐧𝐠 𝐟𝐨𝐫 𝐥𝐢𝐟𝐞 𝐚𝐟𝐭𝐞𝐫 𝐆𝐨𝐨𝐠𝐥𝐞. This is not just an AI play — it’s Apple building control over search, before the rules change.
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