Google right now are Netscape in 1997. They see AI in the rear view mirror. They think it’s going to eat their primary revenue stream. The question is are they

Google right now are Netscape in 1997. They see AI in the rear view mirror. They think it’s going to eat their primary revenue stream. The question is are they going to keep staring in the rear view mirror and go over the cliff or can they reinvent themselves? Given that Google still gets the vast majority of its revenue from search its hard to see that this doesn’t cause then a huge amount of pain. I suspect they’ve made the mistake of not starting to cannibalize their revenue stream and now it might be too late. It’s going to be interesting to see how this plays out.