How is that any different than someone installing an ad blocker in their browser? Arguably ad blocker is much simpler technology than running a local LLM and has been available for years now. And yet Google’s ad revenue seems to have remained unaffected.
It's been demonstrated that as ChatGPT usage goes up, traffic to sites dependent on SEO search ranking has gone down, roughly proportionally, every month over the last ~18 months. ChatGPT is free and fast and requires no technical know-how. Installing an ad blocker requires knowing what one is, and the time and energy to install a browser plugin. Pretty much everyone I know thinks free online ChatGPT type products is an absolute existential thread to Google's ad dominance. Even mediocre LLMs provide a vastly better experience than ad choked pages linking to ad choked SEO optimized websites serving (largely) google's own ads.
