Bingo. Microsoft isn't likely to win the search battle against Google. However, they can (and seemingly already have) disrupted search as a go-to web destination/feature.

Google was worried Facebook would disrupt their Adwords dominance by having social ads.

ChatGPT, if successful (a large IF), will disrupt search and probably a dozen other business models.

I'm awaiting the true counterstrike from Google, not this initial flub.