Alphabet won’t talk about the Google-Apple AI deal, even to investors

Look, when the CEO dodges an investor question, something's off. Either the terms are bad enough that lawyers said 'don't elaborate' or the deal's shakier than Apple's keynote made it seem. Alphabet doesn't stay quiet for fun — they'll brag about partnerships if they're actually working.

The silence here reads like damage control. Investors ask about big partnerships because they matter. If you're betting on this AI partnership to materially help Google's search position, you're gambling on a deal the company itself won't even discuss. That's not how you build confidence.