Are they in an innovation dilemma now? If Gemini is great as it seem it is and will be it will destroy the search engine and the SEO/SEM/etc world. They can show ads in Gemini but we don't have a list of results from a query but an answer to a question. I think this changes the general idea of online ads.
This is massively overblown. There is Search the product and there is the Search Engine. How could an LLM get access to latest data indexed to allow looking up by using keywords from a prompt, and with sorting? A Search Engine.
LLMs are only changing the Search experience, not making Search obsolete.
I haven't said that it makes search obsolete but all the concepts of SEO/SEM and the stuff around search engines could be significantly reduced with chat prompts.
Plenty of ways to monetize that. They could use inline ads. They could insert a relevant ad after a response. If they go evil, they could predispose the LLM to make product suggestions for paying clients.
