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![](https://lemmy.world/pictrs/image/0943eca5-c4c2-4d65-acc2-7e220598f99e.png)
It’s largely the first one, at least according to The Man Who Killed Google Search.
See also the Hackernews discussion and this follow-up article by the same author (with links to an article with Google’s response, summaries of other discussions on the topic, etc.)
I’m not convinced