S Jobs called it back in 1995-97 - he referred to it as shopping for information and shopping for good and services.
Nobody has this crystal clear, tangible vision re. LLMs. Nobody at all. That is a big problem.
I found the interview: https://www.youtube.com/watch?v=MqSfFcaluHc&t=1700s
It was more of web 2.0 company.
> The term "Web 2.0" was coined by Darcy DiNucci, an information architecture consultant, in her January 1999 article "Fragmented Future" [...] her "2.0" designation refers to the next version of the Web that does not directly relate to the term's current use.
> The term Web 2.0 did not resurface until 2002.
Google's first big Web 2.0 products were GMail (beta launched in 2004, just before Google's IPO) and Google Maps (2005).
Ultimately it doesn't matter who survives the AI bubble, because they are all more or less equivalent, proposing the same technical solution.