Re:Apple Should Buy a Search Engine, Analyst Says
by sah2ed on Tuesday June 09, 2020 @02:25AM
(#23464245)
The whole article is bereft of any reasonable logic as to why it makes sense for Apple to buy DDG.
The article does mention an important detail that the so-called analyst fails to properly account for: from Google’s perspective, its opportunity cost—the amount of revenue it stands to lose if the deal were to be renegotiated adversely—is at least $25B. Google therefore has every incentive to maintain the status quo, or at least be allowed to offer to pay more than $8B to remain the default option on iOS.
The article does mention an important detail that the so-called analyst fails to properly account for: from Google’s perspective, its opportunity cost—the amount of revenue it stands to lose if the deal were to be renegotiated adversely—is at least $25B. Google therefore has every incentive to maintain the status quo, or at least be allowed to offer to pay more than $8B to remain the default option on iOS.