- A pure focus on web browser monetization could lead to some interesting enterprise options. Presumably there'll be a lot of attempts to leverage Chromium, and an aggressive fork at some point.
- As AI proliferates, can they pull additional revenue by getting revshare from subscription AI products, alongside SEM? Or even revshare?
This could also change the calculus for Apple building a search engine. If they could get an independent Chrome to sign on, with some data sharing provisions to help with development, they'd have a huge leg-up.
Alternatively, maybe they try to create a fusion of search results and AI from a variety of providers, so they can monetize SERPs themselves.
My question would be whether they could get back to aggressive product execution, given the size of the codebase. Acq