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Apple is looking to add AI search engines to Safari

1. Apple may integrate AI search engines into Safari, including OpenAI and Anthropic. 2. Eddy Cue testified about Google's default search engine deal amid declining Safari searches. 3. The decline in searches is attributed to increased AI usage and competition. 4. Cue believes AI search engines could eventually replace traditional options like Google. 5. Discussions about AI integration in Safari are ongoing, but services may require improvements.

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FAQ

Why Bullish?

Apple's proactive approach to AI may enhance Safari's competitiveness and user engagement, reflecting long-term growth potential similar to past successful integrations like Siri and App Store updates.

How important is it?

The exploration of AI search capabilities represents a significant paradigm shift for Apple, enhancing its product offerings and competitive position in a key market, which is likely to resonate positively with investors.

Why Long Term?

The strategic shift towards AI can position Apple favorably against rivals in the digital search landscape, though immediate results may take time to manifest, as seen with Apple's gradual implementation of previous technologies.

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