[VBprogrammer]

The point, as I understand it, is for Microsoft the additional cost of making their search return results as a LLM is pretty small as compared to their overall business.

However, they will force Google's hand into moving their whole search load over to LLM to avoid loosing market share to Bing. This will cost Google a lot more as search is a much bigger part of their business.

It's an interesting theory but I wouldn't know enough to evaluate how likely it is.