I think I follow, but then does that mean their product was an inferior substitute-able service for Google? What was the innovation that made them stand out more? I understand that information retrieval space has entered a new realm of hype-vs-reality so one cannot discount as you say the LLM rocket fuel they missed. But why did they miss it? It is happening right now and even open-source models may be sufficient for a search startup (or use OpenAI or Bard as a default for now until specializing themselves).