I don't understand the endgame here. Websites let Google crawl their content in exchange of traffic. If Google cuts that out completely, what incentive do websites have to not block the Google crawlers? I understand that Google is feeling an existential threat from other AI products that provide answers directly. But they must also understand their symbiotic relationship with the web.
Completely, yes, that destroys the incentive. But they can reduce it 80% or 90% or so, to the point that it's just barely worthwhile to allow their crawlers.