It's not related to Gemini. I suspect they're putting non-LLM stuff behind the Gemini paywall to make Gemini look more profitable than it is. Like most LLM rollouts, it could maybe become cashflow-positive, but it will likely never be profitable because of the many billions it takes to compete with OpenAI and Meta.
Bundling could also be a strategy to get people to try LLM products. You want X, you have to buy a package with both X and Y to get X. Many people will think, "I'm paying for Y, might as well try getting something out of it."
