"Gemini is practically guaranteed. With the ad model already primed, their financial resources, their traffic to endlessly promote Gemini (ala Chrome), their R&D capabilities around AI, their own chips, crazy access to training data, and so on - they'd have to pull the ultimate goof to mess up here"

Im not convinced on this TBH in the long-run. Google is seemingly a pure play technology firm that has to make products for the sake of it, else the technology is not accessible/usable. Does that mean they are at their core a product firm? Nah. Thats always been Apple's core thing, along side superior marketing.

One only has to compare Google's marketing of the Pixel phone to Apple - it does not come close. Nobody connects with Google's ads, the way they do with Apple. Google has a mountain to climb and has to compensate the user tremendously for switching.

Apple will watch the developments keenly and figure out where they can take advantage of the investments others have made. Hence the partnerships et al with Google.