Generally I agree, with two caveats/thoughts:

Providing not just any a baseline, but a correct and useful one, is ever more important the less the model is grounded in world knowledge – misunderstandings probably compound faster if there is no general grasp of (broadly) “life on earth”, or computers, or whatever.

And secondly, I think (consumer-oriented) search becoming worse and worse is a challenge that’s mostly solvable (but far from solved!) for the big labs: (Mostly) trusted or even editorialized/reviewed sources like published work, Wikipedia, etc. is something they could index internally, it doesn’t need to come from a random blog site on the public internet. Furthermore, there’s a whole slew of companies specializing in crawling-for-LLM (i.e., bypassing bot protections) now as well.