To nit pick even more: LLMs democratize search. They’re a threat to Google because they may allow anyone to do search as well as Google. Or better, since Google is incentivized to do search in a way that benefits them wereas prevalent LLM search may bypass that.
On the flip, for all the resources they’ve poured into their models all they’ve come up with is good models, not better search. So they’re not dead in the water yet but everyone suspects LLMs will eat search.
