A large chunk of the population don't use Google to search anymore. They go straight for the GenAIs. That's got to be scaring a lot of managerial folks at Google.
[1] https://readwise-assets.s3.amazonaws.com/media/wisereads/art...
P.S. Google's real problem is that their web search is absolutely atrocious and completely broken. Even Qwen is better at searching the web than Google's AI search box.