LLMs are pretty mediocre for a lot of money queries like searching to buy shoes, looking at flights etc due to them not being up to date. So sure you can use them as a wrapper on top of Google but I assume a huge chunk of people will just go to Google to do that or use Google agents. Chrome will prove a very valuable asset for that - the whole experience can become agentic and Google is very well positioend to convert billions of users into their AI. Power of habit and also Google will deliver a very high quality experience at scale that only OpenAI can currently compete with. I'm not saying their search / ads revenue is never gonna drop - it might. But it will be a slow process (as we can see. it's actually still freaking growing in the high tens) and Google is well positioned to recover the lost revenue with its A.I offerings.

> Writing is on the wall that orders of magnitude fewer people will be going to [product] or using [product] in the next 5 years though.

counterpoint: which service or product is immune to this statement?