I don't think that is the right way to think about google. There is virtually no friction or switching cost for a user to use a different search engine. I think the biggest thing keeping google at the top is that they are the default on mobile phones, and they pay a ton of money to apple to keep it that way.

I also think that disruption will come from something that looks different than google, maybe something like chatgpt, that doesn't appear to be a direct competitor at first but ends up taking a significant bite out of usage of google.