Google makes $200 billion a year from search ads at 75% profit margins - that's their entire business model and it's dying because of AI. They literally had ChatGPT before OpenAI but buried it to protect their search revenue, and now they're trying to have it both ways with AI overviews that kill the websites they depend on. Even if they pivot to AI, no company is making anywhere close to $200 billion from AI yet, so they're basically watching their cash cow die while scrambling to find a replacement.