- Google pays Firefox ~$500M/year for 2.5% market share, 65% market share should get a healthy annual payout for default search status.
- A pure focus on web browser monetization could lead to some interesting enterprise options. Presumably there'll be a lot of attempts to leverage Chromium, and an aggressive fork at some point.
- As AI proliferates, can they pull additional revenue by getting revshare from subscription AI products, alongside SEM? Or even revshare on the SEM clicks themselves?
This could also change the calculus for Apple building a search engine. If they could get an independent Chrome to sign on, with some data sharing provisions to help with development, they'd have a huge leg-up.
Alternatively, maybe they try to create a fusion of search results and AI from a variety of providers, so they can monetize SERPs themselves.
My question would be whether they could get back to aggressive product execution, given the size of the codebase. Acquiring the Browser Company would make a lot of sense.
Ok, but if Google is not allowed to pay Apple for search referrals, how exactly will it be legal for Google to pay not-Google-Chrome for search referrals?
Chrome's non-iOS market share is probably larger than Safari's market share, so any monopoly considerations about Safari apply equally to Chrome.
> Google pays Firefox ~$500M/year for 2.5% market share, 65% market share should get a healthy annual payout for default search status.
Google gets other value with this besides being the default search engine. Keeping Firefox alive makes it so that Chrome is less of a monopoly.
> and an aggressive fork at some point
Maintaining a browser engine is a lot of work. With no clear upside, no one would invest the work in maintaining a fork. Related to this, Microsoft gave up maintaining a (partially) separate browser engine for Edge, and now just uses Chromium
- A pure focus on web browser monetization could lead to some interesting enterprise options. Presumably there'll be a lot of attempts to leverage Chromium, and an aggressive fork at some point.
- As AI proliferates, can they pull additional revenue by getting revshare from subscription AI products, alongside SEM? Or even revshare on the SEM clicks themselves?
This could also change the calculus for Apple building a search engine. If they could get an independent Chrome to sign on, with some data sharing provisions to help with development, they'd have a huge leg-up.
Alternatively, maybe they try to create a fusion of search results and AI from a variety of providers, so they can monetize SERPs themselves.
My question would be whether they could get back to aggressive product execution, given the size of the codebase. Acquiring the Browser Company would make a lot of sense.