Jack Crivici-Kramer & Nick Martell

Their fear was that people would stop Googling and start chatting instead. So Google went code red to defend its profit puppy, Google search. They eventually put AI summaries at the top of search results. Now, besties, pause the pod for a sec, because until now, that strategy from Google has mostly worked. After all, last quarter, Google had an all-time record high profit.

But two and a half years after Google's code red moment, a bomb just dropped this week in court and a mess with Google stock. Here's the news. Eddie Q, who is a high up at Apple, said this while testifying in Google's antitrust case. This is some real page six tech stuff we're about to drop on you. Here we go, here we go, here we go.

But two and a half years after Google's code red moment, a bomb just dropped this week in court and a mess with Google stock. Here's the news. Eddie Q, who is a high up at Apple, said this while testifying in Google's antitrust case. This is some real page six tech stuff we're about to drop on you. Here we go, here we go, here we go.

But two and a half years after Google's code red moment, a bomb just dropped this week in court and a mess with Google stock. Here's the news. Eddie Q, who is a high up at Apple, said this while testifying in Google's antitrust case. This is some real page six tech stuff we're about to drop on you. Here we go, here we go, here we go.

Apple is actively looking at changing default search on the iPhone. Wow, that is like finding out Brad Pitt cheated right there, Jack. Now, for context, right now, Google pays Apple $20 billion every year to be the default search on the iPhone within the Safari browser. But Apple might change that and make its default iPhone search a chatbot instead? That's huge news. Huge news.

Apple is actively looking at changing default search on the iPhone. Wow, that is like finding out Brad Pitt cheated right there, Jack. Now, for context, right now, Google pays Apple $20 billion every year to be the default search on the iPhone within the Safari browser. But Apple might change that and make its default iPhone search a chatbot instead? That's huge news. Huge news.

Apple is actively looking at changing default search on the iPhone. Wow, that is like finding out Brad Pitt cheated right there, Jack. Now, for context, right now, Google pays Apple $20 billion every year to be the default search on the iPhone within the Safari browser. But Apple might change that and make its default iPhone search a chatbot instead? That's huge news. Huge news.

And why would Apple do that? Because chatbots are a better experience. I mean, to be honest, full disclosure, Yeti's Nick and Jack here. We've stopped Googling and we start our searches on chatbots. When When we remember. It's true. I mean, a lot of times we just instinctually go to Google.

And why would Apple do that? Because chatbots are a better experience. I mean, to be honest, full disclosure, Yeti's Nick and Jack here. We've stopped Googling and we start our searches on chatbots. When When we remember. It's true. I mean, a lot of times we just instinctually go to Google.

And why would Apple do that? Because chatbots are a better experience. I mean, to be honest, full disclosure, Yeti's Nick and Jack here. We've stopped Googling and we start our searches on chatbots. When When we remember. It's true. I mean, a lot of times we just instinctually go to Google.

But when we remember, we go to ChatGPT or whatever chatbot we're using, and you get to your information quicker. Because there are fewer ads, there's less internet slop, and you don't have to deal with as many links. You got to wade through just to get your answer. You can also do follow-up questions.

But when we remember, we go to ChatGPT or whatever chatbot we're using, and you get to your information quicker. Because there are fewer ads, there's less internet slop, and you don't have to deal with as many links. You got to wade through just to get your answer. You can also do follow-up questions.

But when we remember, we go to ChatGPT or whatever chatbot we're using, and you get to your information quicker. Because there are fewer ads, there's less internet slop, and you don't have to deal with as many links. You got to wade through just to get your answer. You can also do follow-up questions.

It remembers the first thing you asked, and it will add that to the second thing that you asked.

It remembers the first thing you asked, and it will add that to the second thing that you asked.

It remembers the first thing you asked, and it will add that to the second thing that you asked.

when we're jumping in t-boy style to the latest uh pepsi news about soda and then we have a follow-up question about coca-cola's news you can do all of it in one chat sequence and they understand both questions so they'll add an even better answer so add all up yetis and if apple let chat gpt become the default search on the iphone then google's code red just became code dead

when we're jumping in t-boy style to the latest uh pepsi news about soda and then we have a follow-up question about coca-cola's news you can do all of it in one chat sequence and they understand both questions so they'll add an even better answer so add all up yetis and if apple let chat gpt become the default search on the iphone then google's code red just became code dead

when we're jumping in t-boy style to the latest uh pepsi news about soda and then we have a follow-up question about coca-cola's news you can do all of it in one chat sequence and they understand both questions so they'll add an even better answer so add all up yetis and if apple let chat gpt become the default search on the iphone then google's code red just became code dead

Sounds like the opener to a Spielberg movie, Jack. So what's the takeaway for our buddies over at Alphabet? Google is facing its DVD moment. Yetis, one of our favorite business stories is how Netflix pivoted to streaming. Because remember, for 10 years, Netflix was a very successful DVD-by-mail business. Just DVDs. And then the streaming tech came along. Okay, so what did Netflix do?