[htag]

> Apple released an iPhone, cannibalising their iPod market.

This is a terrible example. Everyone knew cell phones were a bigger market than mobile MP3 players, Apple was using this mobile expertise gained in iPod to move to a larger market. We don't know if ChatGPT will be a larger market than search currently is. Digital cameras (include sensors used in webcams and cellphones) are currently a smaller market than selling film was at peak. If ChatGPT will destroy Search volume, and if it will bring in 1/20th the revenue than it might be best for Google to delay adaptation as long as they can.

> If they can’t get AI working in their products someone else will

Google is using 'AI' in all their major products. It's possible that soon AI will make their most profitable products obsolete.

[midasuni]

When the iPhone launched everyone knew smart phones were a thing for businesses - locked down blackberrys giving email access. The mobile web wasn’t really a thing.