It's just a logical consequence of search being convoluted with ads and content you aren't interested in (SEO). If your search query resembles anything close to a question, ChatGPT will outperform the plain old search results w.r.t. the time users have to invest to get to an answer or solution.
It's something I have experienced myself and observed in my surroundings, including many comments on HN that point to the same direction.
According to what exactly? Journalist speculation?