Well, Google is also very well placed to integrate with other products that have big market share.
So far this has been nothing but a PM wankfest but if Gemini-in-{Gmail,Meet,Docs,etc} actually gets useful, it could be a big deal.
I also don't think any of those concerns are as important for API users as direct consumers. I think that's gonna be a bugger part of my the market as time goes on.
Microsoft has been integrated Copilot in their Office products. In fact, they don't even call it Office any more. Guess what? If you ever had first hand experience with them, they are absolutely a dumpster fire. (Well, maybe except transcription in Teams meeting, but that's about it.) I used it for 5 minutes and never touch it again. I'll be very impressed if that's not the case with Google.