I agree but I think it's more complicated than that. Advertisers have become very prudish about what content their ads are shown next to and LLMs have been getting a lot of media flak about bias and hallucinations and copyright infringement which might scare off advertisers. They might be having a really hard time selling this to advertisers which could be holding things up. Also, ChatGPT is ad free so if Gemini isn't clearly better then a lot of people won't switch.