In the lawsuit where the US Justice is deciding which “remedy” to give to Alphabet, following its conviction for monopolizing the search engine market, Eddy Cue, Apple’s senior vice-president of services, said that in April, the volume of searches made via Safari shrank for the first time in history — that is, in almost two decades.

Eddy attributes the decline to the rise of generative AI assistants that deliver pre-digested search results, such as Perplexity (with whom Apple is reportedly in talks), ChatGPT, and Claude.

Alphabet (Google) shares took a 7.5% dive following the Apple executive’s statement, as reported by Bloomberg. The company released a statement disputing the information, saying that “we continue to see overall query growth in Search. That includes an increase in total queries coming from Apple’s devices and platform”

Who to believe? I don’t know, but if there were doubts that a seismic shift is underway, data like this helps dispel them.

Eddy Cue also said that Apple is considering changing Safari so that the browser can incorporate AI assistants, and that he has lost sleep over the possibility of losing the annual USD 20 billion that Google pays as a “sweetener” to be Safari’s default search engine. I almost feel sorry for him.