Google Challenges Apple’s Claim: Are Users Really Ditching Search for AI?

Summary

Apple SVP Eddy Cue testified in court that search usage in Safari fell for the first time in April, suggesting users are turning to AI alternatives like ChatGPT. This claim led to Google investors becoming concerned, causing a drop of about 8% in Google's stock price. However, Google has formally contested Cue’s comments, stating that they continue to see increasing engagement with search, including on Apple devices.

Google's statement highlighted overall query growth in Search, noting an increase in total queries from Apple devices and platforms. They emphasized ongoing innovation, such as new features and increased usefulness of Google Search, which is being accessed through various means like the Google app, voice, and Google Lens.

The discrepancy between Cue’s and Google’s claims might be due to different metrics; Cue may have referred to Safari usage specifically, while Google included queries from other sources on Apple platforms. Cue made these comments in a context where Apple seeks to justify the continuation of its lucrative search deal with Google, which is under scrutiny for potential anticompetitive behavior.

Additionally, Cue mentioned that Apple plans to add alternative AI-powered search providers like Anthropic and Perplexity to Safari as new search engine options.