Google prefers it would be 2019, when LLMs were a "remote" threat. They don't make more ad money when people find things, they prefer to keep us searching and seeing ads. They will be dragged kicking and screaming into the future.
I think AI also presents a huge threat to Meta and other social networks. We can get interactive experiences with AI now. We don't need social networks like before. I personally read as much LLM text as human text in a day because it is so clean and useful.
Ads are also under threat. I think web browsers and phones will equip with a layer of "user-agent-ai" where the AI extracts the useful parts from the web and redisplays it for the user under their own controls. You can bet ads are not going to be shown, thrown away together with low quality content. Only AIs will read ads.
Search, social and ads are going to be digested by AI and redisplayed for us. We gain control and protection. AI will form a layer of protection when going online, as the web will be crawling with AI bots trying to gain something from us.