Comment by throwaway2037

This is one of the best insights after reading 100+ posts here. You are talking about existing demand and existing relationships from their advert business. These customers are happy with Google results. The Google marketing team will be carefully defining new advert products that employ LLMs.

I would only offer one disagreement with your post: There will not be a single winner in LLMs. The landscape is so large that we will have multiple winners in different areas. Example: Google might fail in B2C LLM (chatbot that answers your questions), but will certainly be (wildly?) successful in B2B for adverts.