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.)
But as it stands, it's a terrible user experience. It's ugly, the page remains incredibly busy and distracting, and it is wrong far more often than ChatGPT (presumably because of inference cost at that scale).
It might be good enough to slow the bleeding and keep less demanding users on SERP, but it is not good enough to compete for new users.