> This is basically what people were saying about Microsoft versus Google and other upstarts in the early 2000s.

They would have been right if Google's marquee product was an Office Suite.

Google was the AI company before AI companies were a thing. The comparison with Microsoft and IBM are misplaced because they failed to capture new territory; ML/AI is Google's stomping grounds. The criticism that Google is bad at consumer chatbots is true, but that's not where the real future value lays.