Google has passed up too many great opportunities that don't even take a visionary to see. Biggest examples, we let Zoom, OpenAI, and even Microsoft (Teams) steal our thunder. Microsoft, that company we make fun of as a dinosaur, moves faster than we do!
I remember the discussions around the office right when ChatGPT came out. "Bard performs better," "we're more ethical," etc. Nope, they ate our lunch.