"Yesterday, Apple had no cards. Today they have all of the cards. Turns out Apple always had an AI strategy: pay to play. You pay them, not they pay you."
"Apple no longer has to worry about making a deal worth billions with a hyperscaler or AI company like Perplexity, Cramer said. Instead, big chat bot names will now have to compete for Apple's spotlight, he continued, as the company boasts more than 1 billion active iPhone users. [...] "There isn't a clear winner right now in the chatbot space, but if you can pay Apple a fortune to make yours the default, someone's going to write that check," Cramer said."
A judge allowed Apple’s lucrative Google search deal to continue, positioning Apple to pursue an AI strategy centered on charging AI firms for default placement. The strategy, described as "pay to play," would have AI chatbot providers compete to pay Apple for preferential access to over 1 billion active iPhone users. That approach would let Apple monetize AI integration without developing its own leading chatbot technology. Observers note the strength of Apple’s hardware-software-services ecosystem and large user base as advantages, while also expressing skepticism about long-term reliance on third-party AI technology.
Read at 9to5Mac
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