Innovators dilemma. Search has huge margins because it is cheap to run. LLMs are not. Google gets 80% of revenue from search, Microsoft is forcing them to put

Innovators dilemma. Search has huge margins because it is cheap to run. LLMs are not. Google gets 80% of revenue from search, Microsoft is forcing them to put a dent in those margins and laughing their asses off. Or as Nadella said in an interview “we made Google dance”.