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.
While that's concerning, my own experience in seeking information using this approach has been positive: it provides a fast, fully customised answer that easily outweighs the mistakes it makes. This flattens the learning curve on a new subject and with that saved time I am able to confirm important details to weed out the mistakes/hallucinations. Whereas with Googling I'd be reading technical documentation, blog posts and whatever else I could find, and -crucially- I'd still need to be confirming the important details because that step was never optional. Another plus is that I'm now not subjected to low quality ai-generated blog spam when seeking information.
I foresee Google search losing relevance rapidly, chatbots are the path of least resistance and "good enough" for most tasks, but I also am aware that Google's surveillance-based data collection will continue to be fruitful for them regardless if I use Google search or not.