5 ms·

I’d bet Microsoft will gladly match all of Google’s offers here.

alphabetting 4y ago
Just the payment to Apple would be significantly more than their 2022 search revenue. I wouldn't be shocked but it would be a pretty big gamble.
- boomboomsubban 4y ago
  The gamble didn't work out well the last time someone tried it, which was Yahoo buying the default search on Firefox.
  - mattnewton 4y ago
    That’s more because it was a bet on the wrong horse. If you know how to install Firefox you probably know what search engine you are using and how to switch the default search engine.
    - h4ch1 4y ago
      Isn't installing Firefox the same as installing any other browser?
      - dhruvarora013 4y ago
        It's not the default browser on most devices. I think the parent comment is stating that if you're technical enough to install a 3rd party browser, you're technical enough to pick your own search engine. So people chose Firefox and chose away from Yahoo
      - piyush_soni 4y ago
        I think Firefox users have now reduced to geeks and some 'real FOSS' enthusiasts etc. I still use Firefox as my primary browser, but I haven't seen any non-tech person installing it for a long time now. They all just search for Chrome and download, install that. So in today's times if someone's installing Firefox I'd say they'd mostly know their way around.
tyingq 4y ago
Probably, though taking the lower offer from Google means no change for end users, and thus probably less risk for Samsung.
tomjen3 4y ago
If Samsung is smart, then they ensure that their users gets access to new Bing as default, which means that even if people switch back (read get their nerdy friends to switch them back) they will find that Google is missing quite a lot.
deleted 4y ago
[deleted]
ehsankia 4y ago
Why? Google makes a shit ton of money from Search, Microsoft doesn't. The whole Bing AI stuff is already a huge money sink for them, how much can they afford to throw into this pit before investors start being worried?
- balls187 4y ago
  As far as investor buzz is concerned, Microsoft has a lot of positive sentiment compared to Google. Perhaps ironically it’s because Google’s search tailors it’s results to show me those results that paint MSFT in a positive light. I can also see Generative AI providing some real amazing features with near OS level integration. Imagine being able to quickly draft business emails from your mobile device? I don’t think Apple will have anything that amazing anytime soon so us iOS users will be stuck with using 3rd party apps, but I could see Samsung trying to distinguish their handsets with additional software capabilities not found in Android.
- onion2k 4y ago
  Google makes a shit ton of money from Search, Microsoft doesn't. If Bing had more users the Microsoft would make more money from it, and vice verse for Google. Their respective sizes are a reason for Microsoft to grow Bing, not a reason to turn Samsung away. Microsoft are investing $10b in OpenAI partly to make Bing better. That is not a sign they're happy with Bing's market share. They're coming for Google, albeit with an oblique strategy rather than competing directly. how much can they afford to throw into this pit before investors start being worried A lot, for a really long time. Microsoft have plenty of money and a history of playing a long game successfully. Have a look at Xbox if you want an example of Microsoft spending a lot of money for a very long time and coming out ahead in the end.
creatonez 4y ago
So what changed? Why didn't they before? In the past Yahoo, Bing, Yandex, etc. have frequently gotten outbidded by Google for similar deals.
- balls187 4y ago
  Probably because those provided subpar user experience. Pure speculation—MSFT probably nailed the demo and impressed Samsung execs.
- ocdtrekkie 4y ago
  Google's offers to Android OEMs often mix search revenue, app store revenue, and ad revenue... a tying nightmare. Google is now under significantly increased scrutiny for how they manage these deals, they've gotten in trouble for destroying evidence and will now have even more incriminating evidence for future arrangements... it's a great time to press Google for a better deal because their hands are tied.

Just the payment to Apple would be significantly more than their 2022 search revenue. I wouldn't be shocked but it would be a pretty big gamble.

boomboomsubban 4y ago
The gamble didn't work out well the last time someone tried it, which was Yahoo buying the default search on Firefox.
- mattnewton 4y ago
  That’s more because it was a bet on the wrong horse. If you know how to install Firefox you probably know what search engine you are using and how to switch the default search engine.
  - h4ch1 4y ago
    Isn't installing Firefox the same as installing any other browser?
    - dhruvarora013 4y ago
      It's not the default browser on most devices. I think the parent comment is stating that if you're technical enough to install a 3rd party browser, you're technical enough to pick your own search engine. So people chose Firefox and chose away from Yahoo
    - piyush_soni 4y ago
      I think Firefox users have now reduced to geeks and some 'real FOSS' enthusiasts etc. I still use Firefox as my primary browser, but I haven't seen any non-tech person installing it for a long time now. They all just search for Chrome and download, install that. So in today's times if someone's installing Firefox I'd say they'd mostly know their way around.

tyingq 4y ago

Probably, though taking the lower offer from Google means no change for end users, and thus probably less risk for Samsung.

tomjen3 4y ago

If Samsung is smart, then they ensure that their users gets access to new Bing as default, which means that even if people switch back (read get their nerdy friends to switch them back) they will find that Google is missing quite a lot.

deleted 4y ago

[deleted]

ehsankia 4y ago

Why? Google makes a shit ton of money from Search, Microsoft doesn't. The whole Bing AI stuff is already a huge money sink for them, how much can they afford to throw into this pit before investors start being worried?

balls187 4y ago
As far as investor buzz is concerned, Microsoft has a lot of positive sentiment compared to Google. Perhaps ironically it’s because Google’s search tailors it’s results to show me those results that paint MSFT in a positive light. I can also see Generative AI providing some real amazing features with near OS level integration. Imagine being able to quickly draft business emails from your mobile device? I don’t think Apple will have anything that amazing anytime soon so us iOS users will be stuck with using 3rd party apps, but I could see Samsung trying to distinguish their handsets with additional software capabilities not found in Android.
onion2k 4y ago
Google makes a shit ton of money from Search, Microsoft doesn't. If Bing had more users the Microsoft would make more money from it, and vice verse for Google. Their respective sizes are a reason for Microsoft to grow Bing, not a reason to turn Samsung away. Microsoft are investing $10b in OpenAI partly to make Bing better. That is not a sign they're happy with Bing's market share. They're coming for Google, albeit with an oblique strategy rather than competing directly. how much can they afford to throw into this pit before investors start being worried A lot, for a really long time. Microsoft have plenty of money and a history of playing a long game successfully. Have a look at Xbox if you want an example of Microsoft spending a lot of money for a very long time and coming out ahead in the end.

creatonez 4y ago

So what changed? Why didn't they before? In the past Yahoo, Bing, Yandex, etc. have frequently gotten outbidded by Google for similar deals.

balls187 4y ago
Probably because those provided subpar user experience. Pure speculation—MSFT probably nailed the demo and impressed Samsung execs.
ocdtrekkie 4y ago
Google's offers to Android OEMs often mix search revenue, app store revenue, and ad revenue... a tying nightmare. Google is now under significantly increased scrutiny for how they manage these deals, they've gotten in trouble for destroying evidence and will now have even more incriminating evidence for future arrangements... it's a great time to press Google for a better deal because their hands are tied.