I agree that both Google and OpenAI are losing the race to open-source in AI research. However, a more critical issue to Google is their struggle to compete wit

I agree that both Google and OpenAI are losing the race to open-source in AI research. However, a more critical issue to Google is their struggle to compete with OpenAI in LLM-based search engines. Google's entire business model mostly relies on ads (77.6% in Q4 2022). OpenaAI is developing LLM-based products that people apparently love (100M users in 2 months) and seem to use it as search engines. This poses a greater risk to Google than just losing ground in research since it could ultimately lead to the loss of their ad-generated income.