As much as I'd love an OpenAI-style API from Google, I'm not expecting that. It will probably be "profitable" to them in the unseen backend making Search, Google Assistant, etc better. I've been playing with Bard a lot and it's pretty good, but OpenAI's API offering just makes them so much more useful to me since I can use whatever app I want (or even write my own) to consume the product, and it's easy for me to see the value for my dime.

The main strategy for Microsoft is slightly different IMO - It's to use GPT-4 to make their products even better.