[nevir]

The market for services is several orders of magnitude less than the market for products that make use of ML. It's probably ok if they don't focus to heavily on the services side

Google makes heavy use of these tools internally to build a wide range of products (and enhance existing ones)

[cmaury]

How do you see those two as being different?

In my mind, products that make use of ML are using ML services as the back end. An example would be the recent wave of bot companies: many are not rolling their own NLU system but rather leveraging services like wit.ai or Microsoft's LUIS.