Google is in the position of an incumbent. It has this huge profitable search business that it doesn't want to diminish or leave behind any way. And so they have to somehow figure out like, how do we capitalize on generative AI without destroying our own search business? But I am not as certain as you are that there is a real existential risk here, although there might be. There is a real generational opportunity though, that if they figure this out, there is a chance they become an even more enormous company than they are today.

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