> What changes Google is a competitor in search, Microsoft, that integrates natural language into a search engine without as much concern for showing ads or linking users through to websites.
It seems the real risk to Google is Microsoft integrating some future version of ChatGPT into all their products so that less people go to any search site. Maybe the best search product is the one that is right where you're working and Microsoft owns a lot of that area already. Why leave Office or Excel or Teams to go look something up if you can just do it in-app? It doesn't lend itself to be easily monetized by ads, but Microsoft probably doesn't need to worry about that like Google does.
It seems the real risk to Google is Microsoft integrating some future version of ChatGPT into all their products so that less people go to any search site. Maybe the best search product is the one that is right where you're working and Microsoft owns a lot of that area already. Why leave Office or Excel or Teams to go look something up if you can just do it in-app? It doesn't lend itself to be easily monetized by ads, but Microsoft probably doesn't need to worry about that like Google does.