> Their only real competition in that would be someone developing a 'her' like app that takes people out of social media and into their own individual silo'ed worlds

I take it you have not tried the new Gemini models on ai studio? It does real time streaming video input and conversation you can genuinely ask it questions about what you are looking at in a conversational audio in-out way. This is basically "her"-level technology in an unpolished form, right here today.