Overview

• Apple's Eddy Cue testified that Safari searches fell for the first time in April 2025, attributing the decline to users shifting to AI-powered search tools.
• Apple plans to integrate AI search providers like Perplexity and Anthropic into Safari, though they are unlikely to become the default option.
• Google pays Apple approximately $20 billion annually to remain Safari's default search engine, a deal threatened by declining search volumes and regulatory scrutiny.
• Cue expressed belief that generative AI search engines will eventually replace traditional search platforms like Google, citing ongoing technological shifts.
• Alphabet's stock dropped over 7%, erasing $140 billion in market value, following Cue's comments during the DOJ antitrust trial targeting Google's exclusive agreements.