The conclusion Google is engaged in consumer capitalism is wild.

They're engaged in computing research and merely engage in consumer capitalism as a consequence of political and social constraints.

Products are a means to an end not the goal.

OpenAI and Anthropic are product companies and are more likely to fail like most product companies do as they will lack broad and wide depth.

Google has experience in design, implementation, and 24/7 ops with every type of SaaS there is. They can bin LLMs tomorrow and still make bank. Same cannot be said for OAI or Anthropic.