Part 7/10:
A key concern raised in the discussion is why Google did not anticipate or develop a comparable AI-powered browser early enough. Despite Google's investment in AI and recent integrations like Gemini, their existing search model remains largely keyword-based. The transition toward conversational, intent-driven queries could render traditional search less relevant, especially as AI provides one-click, comprehensive answers.
The speakers emphasized how this rapid evolution presents a significant threat to Google's dominant position. With over 800 million weekly active ChatGPT users—a staggering figure representing roughly 10% of the world's population—the influence of AI tools on daily web use is undeniable and expanding fast.