The thing is, Google doesn't have to scramble and freak out every time the others do some impressive update, because they have stable income, the other two do not.
Moreover, Google is getting paid out by both to serve their models.
their stable income is eaten away by the quickly rising income of the labs, they will be out of the race once the labs reach a certain threshold of income, rather sooner than later. Unless many people install Google surveillance anti-gravity thing on their system which I doubt
Maybe you should check latest Google's earning calls - nothing what you describe is actually happening.