> We're watching the end of Google's hegemony for sure.

Who is standing by to replace them though? OpenAI and Anthropic certainly not, they are burning money in a fire pit to stay alive. There is no way in hell they can afford the compute necessary to replace Google.

If ChatGPT goes bust, they'll find another ChatGPT, not another Google. I wouldn't be surprised if we'll see a popular competitor from China in the years to come. TikTok already took social media by storm, something nobody thought that was possible either.