NotebookLM is a genuinely novel AI-first product.
YouTube gaining an “ask a question about this video” button, this is a perfect example of how to sprinkle AI on an existing product.
Extremely slow, but the obvious incremental addition of Gemini to Docs is another example.
I think folks sleep on Google around here. They are slow but they have so many compelling iterative AI usecases that even a BigTech org can manage it eventually.
Apple and Microsoft are rightly getting panned, Apple in particular is inexcusable (but I think they will have a unique offering when they finally execute on the blindingly obvious strategic play that they are naturally positioned for).