Re:DuckDuckGo, Google, and Android choice screens
by kkaranth on Monday June 08, 2020 @01:26PM
(#23458596)
Do you have a source for the "15 - 20 billion" number?
Re:DuckDuckGo, Google, and Android choice screens
by gaogao on Monday June 08, 2020 @01:36PM
(#23458675)
$12 billion for Safari is the main component of this - https://fortune.com/2018/09/29/google-apple-safari-search-en...
Re:DuckDuckGo, Google, and Android choice screens
by alexandros on Monday June 08, 2020 @02:11PM
(#23459067)
...wouldn't that be $12 billion that Apple has to poach MS engineers with, then?
Re:DuckDuckGo, Google, and Android choice screens
by _jal on Monday June 08, 2020 @02:37PM
(#23459357)
Sure. Which tells you which company M$ considers the more central threat.
Re:DuckDuckGo, Google, and Android choice screens
by kortilla on Monday June 08, 2020 @03:23PM
(#23459830)
Yep, but with the msft focus on the cloud, their priority is to take from goog.
Additionally, people buying OSX computers isn’t really a bad scenario for Microsoft. MS office is quite popular on OSX and iOS and people spend more on that than they do on operating systems.
Re:DuckDuckGo, Google, and Android choice screens
by frandroid on Monday June 08, 2020 @04:15PM
(#23460284)
If Apple really invested in OSX it could be a threat to windows, unfortunately, combined with the high cost of the hardware, OSX's downslide means it's stuck to its current pro market...
Re:DuckDuckGo, Google, and Android choice screens
by enos_feedler on Monday June 08, 2020 @10:55PM
(#23463176)
Apple is making investments in OSX: Catalyst, T2 chip /security, Touch bar support, iPad mirroring, airplay, arm64 support (speculating), SwiftUI. Metal/GPUs. Core apps: logic pro, xcode, playgrounds and brining more iOS apps (news, stocks, apple tv app, apple arcade with subscriptions). I also suspect with arm64 will come better cameras (lidar perhaps), beefier GPUs and neural cores. all of this running on macOS.
What kind of investment do you think they need to make to be a threat with Windows? If you think they should be trying to "match" windows with things it does, it would be a bad strategy that isn't winnable. Throwing away money. At least with their current approach they are levaring strengths (verttical integration, mobile dominance, etc) to build something that could leapfrog windows one day. Especially if the user journeys that span into other products (hw accessories, phones, etc)
Bing also gives Microsoft: - a relational knowledge graph - a way to annoy Google
"Annoy Google" is a "commoditize the complement" play.
Bing (and the Bing powered Yahoo + DDG) create a viable alternative where otherwise there is none. Google now has to constantly spend to keep their search tech ahead, and Mozilla and Apple can now threaten to switch default search engines forcing Google to pay protection money. Altogether, Bing forces Google to burn around 15-20 billion per year. This is money Google can't use to poach Microsoft engineers, or push G-Suite against Office, or Chromebooks against Windows, or Google Cloud against Azure.
Microsoft already has open sourced many key Bing technologies, and actively pays consumers to search with Bing. The primary goal isn't revenue, it's commoditizing search.