$20B Search Deal in Trouble?! Apple Might Be Going Full AI

EPISODE · May 21, 2025 · 27 MIN

$20B Search Deal in Trouble?! Apple Might Be Going Full AI

from 4 Guys Talking About AI · host Andy Steuer, John Girard, Neal Polachek, Greg Sterling

Apple’s $20B search deal with Google is under fire — and Eddy Cue says we might not even need iPhones in 10 years. Meanwhile, Duolingo and Shopify are pushing hard into AI-first workplaces. What does this mean for the future of jobs, tech, and trust?In this episode of 4 Guys Talking About AI, we unpack the high-stakes courtroom drama where Apple’s Eddy Cue defends the company’s lucrative deal with Google — a deal that could soon be banned. Safari usage is declining, and Apple’s next big move might be a pivot toward proprietary AI, possibly with Nvidia as a partner. Is this the end of default search as we know it?We also take a hard look at how AI is transforming the workplace. Duolingo just laid off contractors whose roles AI can now do — and Shopify’s CEO wants managers to justify any new hire that isn’t AI-proof. But with only 25% of companies seeing ROI from AI, is the hype really paying off?Plus, what is “agentic commerce” and why are Visa, PayPal, and Mastercard racing to power it? And John lets an AI coach take over his week — hear how it actually helped him prioritize and focus in ways he didn’t expect.🔍 Topics covered:• Apple vs Google: The $20B Search Deal Fallout• Duolingo’s AI Layoffs & AI-First Workplace Culture• Shopify, Hiring, and AI ROI Woes• Agentic Commerce: The Future of Payments?• AI Coaches: Can They Actually Help You Prioritize Life?🔗 Sources & Further Reading:• Eddy Cue is fighting to save Apple’s $20 billion paycheck from Google – The Verge• Google’s Payments to Apple Reached $20 Billion in 2022 – Bloomberg (Archived) • Safari Search Sees First-Ever Decline – Fortune• Eddy Cue: “You May Not Need an iPhone 10 Years from Now” – The Verge• Only 25% of Execs Say AI Met ROI Expectations – Fortune / IBM Study • Visa, PayPal, Mastercard Bet on Agentic Commerce – PYMNTS🎧 Tune in to explore the shifting power dynamics in tech, the cultural evolution of work, and how AI agents might soon be managing more of your life than you think.----------🎙️ About the Podcast 4 Guys Talking About AI: Join four industry pros as they explore the latest breakthroughs in AI technology. Each episode delivers fresh insights, expert opinions, and in-depth discussions on the future of AI. Tune in on YouTube  and in all your favorite audio-streaming platforms and stay ahead of the curve! 🚀🤖

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$20B Search Deal in Trouble?! Apple Might Be Going Full AI

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