What do you think the implications of this are on Google's AI strategy? Not so much this particular data but the structure of Google as isolated units.
I think this problem exists for any feature that needs to span multiple Google products, the organizational structure inherently makes it difficult for these features to be reliable and successful. Regarding the AI strategy, you can see it already causing challenges as each team is integrating Gemini technology into their products separately, instead of being a cohesive top-down vision and strategy. It's why Gemini can't access data from all the Google products, and each product that does support it has it's own integration.
I will caveat that though, I am bullish on Google and AI in general given the incredible talent and vast amount of data Google has access to. I think eventually they will make a technological breakthrough that puts them back in the leader position - they had it with transformers and just didn't know how to turn it into a product.
Google has shown that they lack product vision and a cohesive strategy. The engineering is top notch though, and the GCP hugging face/AI training integration is for real, if they can build community trust GCP will absolutely eat AWSs lunch as AI apps proliferate.
As for a breakthrough to leadership, Demis' approach of using successively more complex video game environments to develop AGI is absolutely the right path, so I wouldn't be surprised if DeepMind generates a prototype "AGI" first, but I would be VERY surprised if goog successfully capitalized on that.
I'd be less concerned about them getting a ball rolling than them getting one ball rolling in one direction. If AI goes anything like most things Google then in short order I expect them to have 2-3 different AI strategies that are all in conflict with each other.
I will caveat that though, I am bullish on Google and AI in general given the incredible talent and vast amount of data Google has access to. I think eventually they will make a technological breakthrough that puts them back in the leader position - they had it with transformers and just didn't know how to turn it into a product.