In a recent episode of the podcast Acquired, venture capitalists and hosts Ben Gilbert and David Rosenthal argued that the horrible roll-out of Google’s Bard AI chatbot in February 2023 — which led the company’s stock to drop 8% in a day — was a blessing in disguise. That’s because two years later, after a US federal judge ruled that Google had illegally monopolized online search, he also concluded that the specter of artificial intelligence would ensure the company faced new competition. Google didn’t need to change much about its business, the judge ruled, in part because the looming ...