They get basically everything they want (keeping it all in the tent), plus a negotiating position on search deals where they can refuse something because they can't do it now.
Quite why the judge is so concerned about the rise of AI factoring in here is beyond me. It's fundamentally an anticompetitive decision.
This subthread is classic HN. Huge depth of replies all chiming in to state some form of the original prior: that "AI is a threat to search"...
... without even a nod to the fact that by far the best LLM-assisted search experience today is available for free at the Google prompt. And it's not even close, really. People are so set in their positions here that they've stopped even attempting to survey the market those opinions are about.
(And yes, I'm biased I guess because they pay me. But to work on firmware and not AI.)
Assuming we're talking about the AI generated blurbs at the top of search results, there are loads of problems. For one they frequently don't load at all. For another search is an awkward place for them to be. I interact with search differently than with a chat interface where you're embedding a query in a kind of conversational context such that both your query and the answer are rich in contextual meaning. With search I'm typically more fact finding and in a fight against Google's page rank optimizations to try and break through to get my information I need. In a search context AI prompts don't benefit from context rich prompts and aren't able to give context-rich answers and kind of give generic background that isn't necessarily what I asked for. To really benefit from the search prompts I would have to be using the search bar in a prompt way, which would likely degrade the search results. And generally this hybrid interaction is not very natural or easy to optimize, and we all know nobody is asking for it, it's just bolted on to neutralize the temptation to leave search behind in favor of an LLM chat.
And though less important, material design as applied to Google web sites in the browser is not good design, it's ugly and the wrong way to have a prompt interaction. This is also the case for Gemini from a web browser. Meanwhile GPT and Claude are a bit more comfortable with information density and are better visual and interactive experiences because of it.