I think there is a genuine concern that Google could overreact and launch a half-baked product in pure panic of being left behind or one upped by Microsoft. There is also a fear, I think, that the ChatGPT integration with Bing/Edge could not go all that smoothly. I think it could be game changing in many ways, but I can also see both of these falling apart. Amazon Alexa, Google Assistant and Siri were thought to be g…
the problem here is monetization, will search even be profitable if LLMs are used for most queries? It might become a Uber/Lyft or food delivery situation where these companies aren't really able to profitably deliver the service. I don't see many people paying a subscription for search and there's no way governments will allow "native" advertising within answers without them being signaled as ads, which would hurt trust in responses
Microsoft might not care and just see it as a way to hurt Google's money printing machine and operate Bing at a loss or break even. Google Cloud and workspace are finished without Google's ad money funding them and Microsoft Azure and Office would gain