So it makes sense to me that Google, which derives most of its revenue from search, would find the advent of LLMs to be existential to its core business. 

But why do you think Meta is investing as much in AI, given that social networks are pretty sticky and wouldn't necessarily be impacted from a business model standpoint?

Zuck builds tech first, monetization after

Facebook has learned that everything helps ad based monetization in some way

(Automatic AI generated ads; businesses have an account and it automatically spends out of that)