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PeterPerez
PeterPerez
February 5, 2026

In its Q4 earnings call, Alphabet avoided detailed questions on its AI partnership with Apple. Despite being a key AI tech provider now, its shift from paying Apple for search deals to receiving fees from the AI collaboration lacks a clear revenue model. Competitor Anthropic is set to advertise its ad-supported AI model during the Super Bowl. Alphabet's silence reflects the industry's uncertainty in monetizing AI amid big tech cooperation.

In its Q4 earnings call, Alphabet avoided detailed questions on its AI partnership with Apple. Despite being a key AI tech provider now, its shift from paying Apple for search deals to receiving fees from the AI collaboration lacks a clear revenue model. Competitor Anthropic is set to advertise its ad-supported AI model during the Super Bowl. Alphabet's silence reflects the industry's uncertainty in monetizing AI amid big tech cooperation.
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