I'm not dumb enough to bet against Google. They appear to be losing the race, but they can easily catch up to the lead pack.
There's a secondary issue that I don't like Google, and I want them to lose the race. So that will color my commentary and slow my early adoption of their new products, but unless everyone feels the same, it shouldn't have a meaningful effect on the outcome. Although I suppose they do need to clear a higher bar than some unknown AI startup. Expectations are understandably high - as Sundar says, they basically invented this stuff... so where's the payoff?