I can kinda answer that.

There's a term used in tech called "empire building". It's where managers and execs promote their little slice of the company to persevere and grow their own career. At a certain level, it leads to someone that leads a division like AI having enough influence that they can say "let's put AI into search".

The sad thing about tech is that at a certain level, an executive rises above the customer in dictating what is best for a product. Data and stats can tell you whatever story you want to promote, so at Google HQ they're probably worried about the negative press, but they're looking at "successful" numbers of questions answered by AI and are patting themselves on the back. Both search and AI execs look good because they delivered something, and they'll likely get a nice bump from their bosses in terms of rep.

The thing with empires is that they fall. Not overnight, and maybe not with the same emperor, but they do fall.

Quarterly finances kinda answer that. Jumping onto the AI bubble brings investors, makes your company highly valued and gives managers fat quarterly and annual bonuses. It doesn't matter if the company or whole industry goes under in the future, because those bonuses have already been collected.