It could be. I don't think Google are likely to just roll over and let OpenAI/MSFT take that market though. Obviously Google will try to compete. Maybe they'll fail, maybe they won't. If nothing else, as a user of these tools, it's going to be exciting to see some innovation in search UIs for the first time in decades.
They were saying on the all-in podcast that Google is under lots of political pressure from all sides and that makes it difficult for them to launch controversial tech like LLMs. Bard feels very hobbled and, for example, refuses to answer any medical questions.
