I hope Google is not pulling a Blackberry moment. I remember when the iPhone was first announced, BB scrambled to put out press releases saying they have competing products in development. 2 years later the Bold(EDIT: Storm) was released and everyone realized it's just a hastily designed iPhone clone. That marks the end of BB's dominance. >Used to work for BB/RIM
I feel like Google is going to bleed credibility for every month that they don't have a lamda/llm enabled search integrated into the home page. You can talk all you want about the foundational models and how advanced they are, but the search product itself will require a ton of fine-tuning on real-world training data that they aren't collecting yet.
Unless Microsoft completely botches their "newBing" launch, this is probably the most potential they've had in search since MSN was launched.