> I think the bigger problem is how does something like ChatGPT fit into Google's business model for search.
Alternatively, how does ChatGPT fit into the usage model for search? I know it's taken on faith in this forum that somehow Google[1] search is bad or failing or about to be killed or whatever.
But... it's actually just fine? It does what the market wants, more or less perfectly. Everyone uses it to find the 99% of stuff that everyone searches for (commercial products, news, sites-you-forgot-the-name-of, etc...). What exactly is AI going to do better when all I want to know is where the Steam page for Skyrim is, or how much a pour-over coffee filter goes for?
The truth as I see it is that "search" simply isn't a market that's disruptable in the way posters here want it to be disrupted. Find 10 people on the street and ask them whether they can find stuff on the internet and they'll say "yes, duh?". This is like asking how AI is going to disrupt freight rail or high intensity agriculture. Those too are stable, already-optimized industries without a lot of room for genuine improvement except on cost (and recognize that training and running models of this scale is still significantly more expensive than crawling the web!).
Now, none of that is to say that there isn't an application for a generalized text model that can answer questions in the market somewhere. I think there probably is. I just don't see how it has anything to do with "search". Having a personal butler to do your research doesn't get you to the Skyrim forums any faster.
[1] Disclosure: I work there, but on firmware and nowhere near search. Opinions entirely my own.