I'm gonna make a wild, flying leap prediction here.

There's a thousand pound gorilla that hasn't made a peep about LLMs. That same gorilla has digitized the largest corpus of text on earth, and controls the first or second largest private sector server infrastructure on the planet. They also have talking devices and assorted IoT stuff everywhere. They have the monitoring and live feedback infrastructure (read: Eavesdropping) to improve performance on a much faster timeline.

My prediction is that Amazon all but killed Alexa to focus on building a usable home LLM-type assistant for the masses, and is holding its fire waiting to see how the first generation of essentially toy LLM demos is digested by the press and the public during this Google/Microsoft war.