Comment by tomrod

I think Google's big bet (and Microsoft's before them) is in centralization of AI services, hosted using their model, and that AI at the edge will always be a bit player.

But what I see and hear from technical consumers, businesses, and govts is that they would prefer their data stay local, and like the idea of edge compute being used for AI.

Claude/OpenAI's direction with their Apps enabling deeper integration is a good direction, but the trust with data is still a growing concern. OpenAI's math actions on the NS problem degrades their reputation a lot.