Google is very good at recognizing existential threats. iOS were that to them and they built Android, including hardware, a novelty for them, even faster than mobile incumbents at the time.
They're more than willing to expand their moat around AI even if that means multiple unprofitable business for years.
Mobile is still nearly everything. Google continues to develop and improve Android in substantial ways. Android is also counted on by numerous third-party OEMs.
They're more than willing to expand their moat around AI even if that means multiple unprofitable business for years.