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Those new language models are "Google killers" because they reset all the assumptions that people have made about search for several decades. Imagine that people start using those chat bots massively as a replacement for Google search. Then the notion of keyword disappears. Google AdSense becomes mostly irrelevant. Of course, Google is a giant today with a history of machine learning innovation. So they have a good c…
Delusional to think Ads work only on Keywords. Where there is human attention, there will always be ads. The more context, the better ads.
It’s possible that Google can deliver a few targeted ads, but what if they can’t? What about the rest of the market that’s now gone? Possible that all those missed opportunities remove the ability to discover price.