微軟谷歌相爭,蘋果得利?
微軟要從谷歌嘴裏搶默認搜索引擎這塊肥肉,無論哪一方勝出,都不影響蘋果大賺一筆。
如果Bing要成爲iPhone手機上的默認搜索引擎,微軟要付給蘋果多少錢?
可能是數十億美元,也可能是上百億美元。
多年來,谷歌一直是蘋果設備上的默認搜索引擎,但也付出了巨大的代價。
分析人士估計,谷歌在2020年和2021年分別向蘋果支付了100億美元和150億美元。
但這對於谷歌而言是值得的,蘋果用戶往往是高收入羣體,他們每年能爲搜索廣告創造約1000億美元的收入,其中大頭流向了谷歌。
道理同樣適用於“千年老二”微軟。
到目前爲止,谷歌佔據了92%的全球搜索引擎市場,而Bing的市場份額一直徘徊在個位數。
如果微軟要撼動谷歌的一哥地位,那麼Bing進入蘋果設備將是一個相當不錯的選擇。
在智能手機市場,蘋果以24%的市場份額穩居全球之首,而且,蘋果至今還沒推出自己的搜索引擎,也沒有生成式人工機器人在研發(至少目前來看如此)。
尤其是,AI界的頂流ChatGPT在手,微軟進入蘋果產品的勝算大大增加。
自採用升級版的AI語言模型GPT-3.5以來,Bing在全球範圍內的新下載量增長了10倍,在美國的App Store所有免費iPhone應用程序中,Bing排名第12。
升級後的Bing不僅能夠幫助用戶彙總搜索問題的答案,幫助用戶設計最優方案,還能夠自動生成郵件,進一步解決複雜的問題。
華爾街日報專欄記者Joanna Stern試用新Bing後感慨“真的很聰明”,紐約時報科技評論員Kevin Roose試用之後表示,雖然Bing現在還不完美,但是“我正在把我的臺式電腦的默認搜索引擎改爲Bing”。
面對ChatGPT的威脅,谷歌積極應戰,不僅向AI初創企業Anthropic投資3億美元,還很快推出了ChatGPT競品聊天機器人Bard。
然而,Bard首次亮相即翻車,讓投資者在“谷歌保住搜索引擎一哥”的問題後面打了一個大大的問號。
不過幾乎可以確定的是,當微軟要從谷歌嘴裏搶默認搜索引擎這塊肥肉,無論哪一方勝出,都不影響蘋果大賺一筆。
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