Mobile phones are getting more and more commoditised every coming year. The consumer sentiment too has gone from "I have an HTC" to "I am on Android". I am an iPhone user, but when i search Siri for "What day is the 23rd?" it redirects me to a web search. Google Now says "Sunday".
Not qualified enough to comment on how good this bet is, but AI/deep-learning _is Google's play_ for the coming decade. Here is a recent article that elaborates on the specifics: http://fortune.com/ai-artificial-intelligence-deep-machine-l...
Google isn't alone in this, AI is Nvidia's biggest bet too: http://fortune.com/2016/03/22/artificial-intelligence-nvidia...