Rich Mogull, at TidBITS:
Siri doesn’t replace search, but in many cases it circumvents it by directing users straight to integrated partner services. When you ask for the nearest Indian restaurant there’s still a search taking place, but it’s through Yelp, not a generic search engine that would include Yelp plus various other results.
By skipping the search engine and going straight to a designated source there is no place to insert advertising.[More]
I wrote earlier about the apparent trend of Google to modify search in ways that actually make it less useful. This is a bad time for it to lose sight of its primary product.
Because Siri is about to change mobile search. 2/3rds of mobile search comes from iOS devices. But Siri reduces directed search that Google needs in order to get revenue.
In fact, Siri uses things like Yelp and thus supports their models while Google actually actively works to harm Yelp.
So Apple now has a method to reduce ad revenue that Google is used to getting and to also help Google’s competitors.
I’m thinking that Google shouldn’t aughta have ticked Steve off.