Apple: A Likely Beneficiary Of Microsoft-Google AI Competition


  • Google and Apple dominate the smartphone OS market, where most search queries take place.
  • Google search engine is essentially pre-installed on all smartphones, thanks to Android and its payments to Apple in exchange for building Google search into Apple products.
  • Microsoft could put Google in a difficult competitive spot by trying to outbid it for Apple customers. A bidding war would be a positive for Apple stock.

OpenAI To Offer Commercial Version Of ChatGPT

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Bing with AI is going to completely change what people can expect from search. We are grounded in the fact that Google dominates this space. I feel like a new race is starting with a complete new

Disclosure: I/we have a beneficial long position in the shares of AAPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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