I think that most of the traffic being stolen away is going to be for low value searches. I (and probably almost everyone else) use Google when I already know what I want, ie I’m trying to get to a company’s website to buy a particular thing, but don’t know their url name.
I’m not going to use an LLM to shop for car insurance or look for hotels.
I’m not going to use an LLM to shop for car insurance or look for hotels.