Worst case * Google search suffers from decline of revenues due to startups leveraging LLMs and the way people search for info changes * Google ads suffer due to LLM * AWS and Azure win cloud and gcp cant keep up * YouTube revenue stagnant * revenue loss affects budgets for other orgs and products like maps, cloud, android, chrome etc * people switch away from chrome to sth else * new competitor rises creating a different os from android and affects android and google playstore * hardware like pixels do not get traction Best case * Google search ripes benefits of LLM and people are too lazy to use different searches and products for different use xases * Google ads stay strong and grow even Gen AI and advancement of ads targeting * GCP catches up and takes shares frlm AWS and Azure * Creates Quantum computers for commercial purposes * Pixels catch up and take shares away from chinese manufacturer and samsung What is more likely
Simple: Stay with Google for best case, Jump to competition in worst case!
Your worst case seems more probable, especially with Sundar Pachai making YouTube a TikTok malware with shorts