Not at all clear to me that AI models can do search-like functions cheaply enough to outcompete Google (in the very near future). Yes, quality is amazing. But cost per search needs to be very low.
But does it? Google has gotten drunk on their ad margins. I struggle to believe someone can’t displace them if they’ve got better technology and are willing to be more aggressive on margin profile.
Thing is that LLM generated word salad is destroying Google search.