LLMs are absolutely a challenger to Google's search. Google search is the still best option much of the time, but they're far from dominant like they were a year or two ago. There are many situations now where ChatGPT or Claude or Perplexity gives more useful results than Google search. And the LLMs are improving rapidly. Far more rapidly than Google search.
Google has tremendous engineering talent and Gemini is extremely powerful. But adapting their business to LLMs requires a level of talent and vision from the management side that we have not seen from Google's executive suite in a long time. I won't count out Google as a company, due to the potential that could be put to use by competent leadership. But I've given up on their current management. I'd be happy to be proven wrong.
Google has tremendous engineering talent and Gemini is extremely powerful. But adapting their business to LLMs requires a level of talent and vision from the management side that we have not seen from Google's executive suite in a long time. I won't count out Google as a company, due to the potential that could be put to use by competent leadership. But I've given up on their current management. I'd be happy to be proven wrong.