The "AI fears" are fears that AI is going to gut Google.
I think that Google did it to themselves by making their search so bad that it encouraged everyone to switch.
They would have had a longer runway as the folks who stuck to Internet Explorer, the folks who stuck with AOL, and all the other businesses that had better options but rode out that friction to switch could have kept them solvent.
Instead, they spent far too much time making Google search difficult to use or to find anything and pushed them off the platform.
I think that Google did it to themselves by making their search so bad that it encouraged everyone to switch.
They would have had a longer runway as the folks who stuck to Internet Explorer, the folks who stuck with AOL, and all the other businesses that had better options but rode out that friction to switch could have kept them solvent.
Instead, they spent far too much time making Google search difficult to use or to find anything and pushed them off the platform.