This is benefit of bundling, I've been forecasting this for a long time - the only companies who would win the LLM race would be the megacorps bundling their offerings, and at most maybe OAI due to the sheer marketing dominance.

For example I don't pay for ChatGPT or Claude, even if they are better at certain tasks or in general. But I have Google One cloud storage sub for my photos and it comes with a Gemini Pro apparently (thanks to someone on HN for pointing it out). And so Gemini is my go to LLM app/service. I suspect the same goes for many others.