Maybe Phone Wars on the surface, but really this isn't much of a battle.

Google Smartphone Business, it's a mere blip in terms of market share in North America.

It has about 2% globally.

It doesn't even register.

So this is less about a $1,700 flip smartphone.

It's more about the war being waged over search,

which is still the core of Google's business.

And that is where Android comes in.

Google's operating system makes up more than 70% of global mobile operating systems.

It's the OS of choice for basically any phone that is not an iPhone.

That in turn creates the moat around search, one of the best business models in history.

So Google investing more in pixel phones,

that may actually be part of protecting that ecosystem

at a time when the cracks are starting to show guys.

We talk all the time about even if it's minor right now

but the idea that bing could eventually disrupt Google's dominance of the market with

chag gee P t. I think you were talking the other day about how much money Google

pays to be the default search engine on Apple phones. I was stunned to hear that's

huge. That was from that New York Times article. We knew

that it was over 10 billion they estimated it at 20 billion in this current

iteration that contract by the way is allegedly up soon so yes

Google pays that much money that's what it is worth to the company to keep that hold

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