Maybe only me, GOOG is actually being impacted.

Chip business is hardware, we already learnt that’s a heavy lift than software, it might shine at the beginning, overtime this industry is just hard.

Stackflow use case is telling that, no one/human access my website, but I made money by sell the data to LLM/AI access. This was the story Google/Ads told, you don’t need to advertise your website and adding it to some indexing website, I will find you for the right people and give you money.

It was a market 90%+ dominated by Google.

It now has at least 3 competitors and a bunch of OSS watching it (thanks to Meta/Deepseek they have a place).