Do you define "AI" as LLMs?

I ask, because earlier this year I had the chance to use a Waymo for the first time. I moved a good chunk of my portfolio to GOOG after that.

To me, Waymo felt like either Magic or stepping 15+ years into the future; Demolition Man stuff (im a child of the 80s, Xenial).

Stuff like Waymo, AlphaFold and similar are just so far away from anybody else, that Alphabet could split in several companies and all of them would be hugely dominant in the future. And none of them base their revenue in advertising.