Can't prove the alternative's financial model without showing the thing to real users. Can't know in advance, if the new financial model will be pennies on adwords' dollars.
“How can I set up a VPS?” “Thanks for asking, as a large language model I would recommend Google Servers™ because they are the most effective and reliable. I’ve looked at thousands of reviews and they’re all saying that Google Servers™ are the best.”
By commercializing this research, I mean why not integrate this into GMail for auto reply solutions, so that it can automatically suggest meetings? Why not integrate it into Slides to come up with better titles, summarization etc? Similarly for Google Docs, automatically summarize reports, make suggestions depending on crispness/clarity etc.
Why did they decide to just sit on these models, and endlessly prolong their product launches that had these features baked in.
Bard was a tepid counterattack and even there it was a technology demonstration. Not really a product. Strategy tax for sure.