The risk of not putting in AI is that someone else does, users like it and Google’s lock on search gets compromised.
That would be a much, much more existential risk for Google. It may well be worth a substantial hit to revenue and even market cap to stave off that possibility.
Except the other models/harnesses can already search the web. The only reason why I still end up on google is if I need to check the spelling of a word ("Didn't you mean xyz instead?") or for very quick and small checks ("Number of inhabitants in X city")
If I need to _really_ search, something that would take comparing multiple links, I go to Claude/ChatGPT directly.
Just yesterday, I was looking for a small tool, I didn't really know the name, but had a picture. My first reflex has been to paste the picture in Claude, and ask it to find me places where I could buy it, that delivered in my country.