Apple's interface monopoly wins in consumer AI with competing m matteast.io 4 meast 5 months ago 1 comments
Why SpaceX 2040 Revenue FCST $4.3T in highly unlikely m matteast.io 185 meast 5 months ago 198 comments
Apple pays Google $1B/yr for Gemini. Google pays Apple $20B/yr for search m matteast.io 8 meast 5 months ago 4 comments
But is it really?
In this piece of deeply researched analysis, I show how Apple's license of Gemini cost it fractions of a penny per response and less than a $1/iPhone/year.
Running on Peter Thiel's thesis—Competition is for losers—I then show how this is just the latest in Apple's Interface Monopoly Playbook.
Site contains 14-deep dives across Apple's various interface monopolies. Worth a read for understanding why competition is for losers.
Note—posted this late at like 1AM and couldn't figure how to delete it.