If we had to use an Internet analogy, we’re back in 1995.
Indeed, in July 2025, a seismic shift is underway in the technology landscape that most observers have missed.
While the tech press obsesses over the latest AI model benchmarks, the real battle for the future of computing is happening at the browser level.
And Google, despite its AI prowess, finds itself in the most precarious position it has faced since its inception.
The browser wars aren't about features anymore; they're about who controls the interface between humans and artificial intelligence.
This isn't a battle for market share; it's a battle for the future of human-computer interaction itself.
The Innovator's Dilemma Becomes Reality
Google faces what might be the purest expression of Clayton Christensen's innovator's dilemma in modern tech history.
With nearly $265 billion in annual search advertising revenue—representing over 75% of Alphabet's total revenue—any meaningful innovation in search threatens the company's core business model.