I'm not so sure AI is as big a threat as Google perceives it to be; back in 2009 the HUGE EXISTENTIAL THREAT was Social, therefore Google+, but that came and went and Google's growth continued unabated. That said, I do see a place for language-model driven search. And I shudder to think that language models will be specifically coerced, bribed, and have ingrained in their brains only what advertisers want. If you tho…
Google Assistant dropped a year after Alexa, and Android's reach helped bolster it's marketshare (antitrust investigation or not).