I'm wondering if they've seen the writing on the wall for a long time, and if diversification is going to save the day. I don't know that I've ever clicked on an ad in Google search results, but I happily pay them for a family account for Youtube and 2TB of drive storage, plus, you know, a flagship phone every couple years. :-)
All businesses seek to diversify to reduce risk. That doesn't mean they have any reason to believe a cataclysmic event for search is more likely now vs before. ChatGPT to search feels like a similar situation of macos is to windows. It may take market share but the ecosystem around Windows keeps it by far in the lead in market share. Also Microsoft diversifying away from windows enabled that market share loss to not really matter all that much.
I'm wondering if they've seen the writing on the wall for a long time, and if diversification is going to save the day. I don't know that I've ever clicked on an ad in Google search results, but I happily pay them for a family account for Youtube and 2TB of drive storage, plus, you know, a flagship phone every couple years. :-)