> if ChatGPT goes with ads, Google will follow directly

Eventually. But Google has an absolute ton of places to put ads today and are profitable enough that they can subsidise their AI operation much longer than OpenAI can. If it’s a competitive advantage to remain ad-less they have the ability to do it.

remaining ad-less isn't a competitive advantage for google.. advertisers want the use the best medium available to reach customers and clearly ai chatbots are better suited for that than the old web of google search. openai has reached the critical user base where they could easily replace google for advertisers.