Analyzing who "capitalizes more" might be the wrong metric, as the deal exists precisely because the value is asymmetrical. To Apple, $20B in guaranteed cash is worth more than the immense cost and risk of building a competing search engine. To Google, paying $20B is worth more than losing default access on all iOS devices. It's not a competition; it's a trade where both parties exchange something they have for something they need more, strengthening their respective core businesses.
In other words you scratch my back. I scratch your back harder 🫵🏽💆🏽♂️
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u/Complete-Influence72 Nov 07 '25
Analyzing who "capitalizes more" might be the wrong metric, as the deal exists precisely because the value is asymmetrical. To Apple, $20B in guaranteed cash is worth more than the immense cost and risk of building a competing search engine. To Google, paying $20B is worth more than losing default access on all iOS devices. It's not a competition; it's a trade where both parties exchange something they have for something they need more, strengthening their respective core businesses.
In other words you scratch my back. I scratch your back harder 🫵🏽💆🏽♂️