Google is going to own AI like intel owns graphics cards - i.e. Not really, except at the absolute bottom of the barrel where its baked in advantage lets it offer an unbeatable price/performance proposition for people who only care about "value" and with limited real performance requirements. Google's baked in AIs will be free, and bad. Everyone else is going to let people "plug in" models via standardized APIs, because one size fits all models are just a bad idea, so that's the way google is going to have to go eventually as well, because it's what power users are going to demand.