You hit the nail on the head. Google’s problem is business model, not technology. They need you to not know things so their advertisers can pay to inform you. A high quality LLM is exactly the opposite of what works for Google and their advertisers.

I think Google has three choices: 1) reorient their business model to be about making money by providing direct value to the user, 2) pivot to be about ad-supported entertainment rather than productivity/information, or 3) cut costs, run as a cash cow, throw off as much profit as possible before obselesence.