They can just plug the google.com web page into their AI. They already do that.
but because users are used to doing that for free, they can't charge money for that, but if they don't charge money for that, and no one's seeing ads, then where does they money come from?
Well, it clearly affects search ads, but in terms of revenue streams Google is already somewhat diversified:
1. Search ads (at risk of disintermediation) 2. Display ads (not going anywhere) 3. Ad-supported YouTube 4. Ad-supported YouTube TV 5. Ad-supported Maps 6. Partnership/Ad supported Travel, YouTube, News, Shopping (and probably several more) 7. Hardware (ChromeOS licensing, Android, Pixel, Nest) 8. Cloud
There are probably more ad-supported or ad-enhanced properties, but what's been shifting over the past few years is the focus on subscription-supported products:
1. YouTube TV 2. YouTube Premium 3. GoogleOne (initially for storage, but now also for advanced AI access) 4. Nest Aware 5. Android Play Store 6. Google Fi 7. Workspace (and affiliated products)
In terms of search, we're already seeing a renaissance of new options, most of which are AI-powered or enhanced, like basic LLM interfaces (ChatGPT, Gemini, etc), or fundamentally improved products like Perplexity & Kagi. But Google has a broad and deep moat relative to any direct competitors. Its existential risk factors are mostly regulation/legal challenge and specific product competition, but not everything on all fronts all at once.