- If they don't make search AI centric, they're going to get lapped by AI-first competitors like Perplexity, OpenAI, etc. We saw many people here predict Google's pending demise from this. - If they do make search centric, they're unfairly consuming they world's content and hoarding the user traffic to themselves.
Since no reasonable company is just going to stand by and willing let itself be obsoleted, Google's obviously going to go for option 2. But had they for some reason stood down, then they would have been supplanted by an AI competitor and the headline would read "News Sites Are Getting Crushed by Perplexity" - just a few years later.