I don't think it's that clearcut. These AI queries are resource intensive. Google will have to cut a fine line between quality and profit margin. If it's no good people just won't bother and it won't gain traction. The searches we make are already analyzed and all models tend to use billions of parameters anyway, even self generated. Google also are limited by their risk aversion, as seen in this extremely sanitized letter by Sundar, devoid of substance. Their existing AI tool is severely limited. If this new tool comes out looking like that prior Google tool, it's going to be very difficult for them to gain traction.