The big takeaway here is that Google's (and advertisement in general) dominance over the web is going away. This is because the only way to stop the bots is with a captcha, and this also stops search indexers from indexing your site. This will result in search engines not indexing sites, and hence providing no value anymore. There's probably going to be a small lag as the current knowledge in the current LLMs dry up…
AI companies with best anti-captcha mechanics will win and will inject ads to LLM output in more sophisticated way.