Google's play on Search, Ads and AI feels obvious to me.

* They know search is broken.
* And that people use AI in part because it takes the ads and SEO crap out.
* IE, AI is now what Google was in 2000. A simple window onto the internet.
* Ads/SEO profits will fall with AI.
* But Google will then just insert shit into AI "answers" for money.
* Ads managed + up-to-date AI will be their new mote and golden goose.

@technology

See @caseynewton 's blog post: https://mastodon.social/@caseynewton/112442253435702607