I'm somewhat bullish on Google as well, they have the opportunity if they can figure out the product (which they are bad at) and they have the edge in cloud with their models + TPUs.

But your comment about the phone could have been about horses, or the notepad or any other technology paradigm we were used to in the past. Maybe it'll take a decade for the 'perfect' AI form factor to emerge, but it's unlikely to remain unchanged.

Yes brain chips and implants will be the next form factor. Until then the slab of battery and screen in your pocket is going to be present (and probably remain for a while even after we get brain implants).