Fragmented Discovery, Google's €460M DMA Fine, and Apple's Distribution Bet
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Fragmented Discovery, Google's €460M DMA Fine, and Apple's Distribution Bet
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Greg Sterling and Mike Blumenthal break down four stories shaping local search and AI discovery. First, a preview of new consumer-journey research Near Media ran for Lastmile Retail (heading to Brighton SEO): search and AI dominate discovery, but human referral has barely moved in a decade — and AI usage collapses at the moment of purchase.
Then the EU's DMA decision: a €460M fine for Google search self-preferencing (part of a combined €890M penalty), a 60-day cease-and-desist, and the Commission's rejection of the "the local pack is just search" defense. Mike audits Google's hotel results in Berlin vs. the US and finds ~40% of the mobile SERP is ads on both sides of the Atlantic.
Finally, Apple's foldable iPhone Duo event — Siri's 2.5-billion-a-day distribution story, wearables as AI inputs, the $2,000 Duo, and whether Apple's privacy moat can hold.
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