I don't think directly, but search as a business category was once a solved domain with a single winner, and suddenly it was up for grabs again with LLMs. If Google ever lost search, they would lose Ads which is their entire core business. Google 'won' in the sense that they successfully integrated AI into search fast enough and well enough that they will (likely) hold their place through this transition, and can still funnel ads to users which is already integrated into their AI overview.