I read Google's business incentive as "in it to not lose". AI is a new consumer endpoint and Google currently captures a lot of the endpoints.

> I think HN skews coding agent focused

100% this. Coding agents are an interesting test ground, but the people who care about them are a fairly small bubble.

I think they carry some of the overall AI weight because of the "what if you can vibe code your entire business" moonshot, but that's still orders of magnitude away and who knows if today's coding agents will actually be a stepping stone to that. If we ever get there it will likely be with entirely new domain languages.