I would not be surprised to discover that much of the rest of the company is collapsing because of the amount of resources that have to be poured into AI. There's precedence for this: look at how many game studios have fallen to, "Let's make an MMO!". Even in cases where it succeeds (Square Enix) and becomes a money-printer, most of the rest of the business suffers; because it's the cash-cow, nothing - nothing - is more important than keeping it running (including the judicious production of the last half-dozen games in two of SE's flagship franchises). It's easy to imagine Google diverting and squeezing resources, trying to first catch up and then stay ahead in the LLM AI race, leading to terminal enshittification of Search, and then YouTube, and now Gmail.