Even if Google releases a decent AI, they won’t be able to monetize it as effectively as search ads. Further, training and serving an LLM is now much, much chea

Even if Google releases a decent AI, they won’t be able to monetize it as effectively as search ads. Further, training and serving an LLM is now much, much cheaper than running a real search engine. Billions of dollars worth of datacenters are not required. Hell, I can do it on my MacBook. They have no moat for a large percentage of search queries.