To be fair, Google copied this playbook whole-cloth from how Microsoft fought Netscape and survived its transition to the Internet - I was there when billg sent

To be fair, Google copied this playbook whole-cloth from how Microsoft fought Netscape and survived its transition to the Internet - I was there when billg sent the famous memo. LLMs are obviously a sea-change and existential threat to search, and Google will be looking to survive the transition, even while its core ad serving/matching business has a moat, YouTube has a moat, Android and the App Store have moats, ... disclaimer: I'm long GOOG after the selloff. https://www.wired.com/2010/05/0526bill-gates-internet-memo/ https://www.wired.com/2010/05/0526bill-gates-internet-memo/ "I want every product plan to try and go overboard on Internet features."