Nobody has really talked about what I think is an advantage just as powerful as the custom chips: Google Books. They already won a landmark fair use lawsuit against book publishers, digitized more books than anyone on earth, and used their Captcha service to crowdsource its OCR. They've got the best* legal cover and all of the best sources of human knowledge already there. Then Youtube for video.
The chips of course push them over the top. I don't know how much Deep Research is costing them but it's by far the best experience with AI I've had so far with a generous 20/day rate limit. At this point I must be using up at least 5-10 compute hours a day. Until about a week ago I had almost completely written off Google.
* For what it's worth, I don't know. IANAL