I've heard much fuss about 4), but i'm still skeptical. Google makes most their money on commercial searches such as "what is the best TV", or "where to buy football tickets", not "please do my homework". And AI will have a hard time returning superior results on the former, because many people are looking for human reviews rather than an AI output.
In this sense, Amazon ads will continue to a threaten Google, but not some future edition of ChatGPT.