I do agree with a lot of what is said here. There are however a few things that I think will hinder Google on the long-run:

- The last time I checked (3-4 months ago) Gemini embedding models are probably the least reliable / contextually aware out there - A significant chunk of the market will want the ability to use locally hosted models / manage their own which Google currently has no play for - API documentation. Across the big managed models they are likely the least well documented model. - Allowing for more system vs. user prompts