1) Not long ago Altman and the OpenAI CFO were openly asking for public money. None of these AI companies have actually any kind of working business plan and are just burning investor money. If the investors see there is no winning against Google (or some open Chinese model) the money will dry up.
2) I'm not suggesting this will happen overnight but especially younger people gravitate towards LLM for information search + actively use some sort of ad blocking. In the long run it doesn't look great for Google.
2) I'm not suggesting this will happen overnight but especially younger people gravitate towards LLM for information search + actively use some sort of ad blocking. In the long run it doesn't look great for Google.