Subject: Re: Towards a ChatGPT search engine?
<So I'd like to hear a convincing theory of change.>

If there was a convincing theory of change, Google's market cap would have dropped 50%, not a mere 10%. The chance is still good that Google's Bard will be as good as ChatGPT, therefore no reason for most google users to change habits. But the other chance also exists. No one can be sure at this time before they formally release their AI integrated search.