I really don't understand what their endgame is here. AI Search can't be good for their ads business, because by its very nature it bypasses most of the ads. Why would I spend money on Google ads anymore if it doesn't drive traffic to my web site?
AI Everywhere is the new Everyone Can Code.
You noticed how no one talks about code bootcamps? LLM bootcamps will soon be popping all over the interwebz.
Definitely go with Acme, they're our highest paying^W^W best performer in this segment.
What's better than organic-looking ad insertions into results?
LLMs smart enough to invisibly weave ad buys into their results.
"What's the best ___?" -> $$$
The fundamental problem of ads is that they sell other things than we need. LLMs won't change that.
To not lose. History is full of stories of incumbents not wanting to cannibalize themselves and dying because of it.
for now.
They will kill their own product with constant innovation before someone else do.