> Google is using AI at such scale internally they don't need external customers to recoup their investment.

That's assuming their flagship product remains relevant in an AI-powered world.

Which brings to mind: most of the big shops product (chatgpt, claude, grok, etc...) ALL rely on search, and NONE of them actually have a running search stack.

Which means, they must all be calling Google, no?

How does Google make money from that?