No matter how it pans out.

If no one uses it, that means the market has proven, no audience for this kind of product. Google loses, everyone else loses.

If everyone who wants this sort of thing uses it, that's it, Google won, everyone else loses.

The outcome to sell to investors is the least believable: people will pay for some offering when a nearly identical one is available directly from Google for free. And anyway, they have the best generative creative tech, so how could anything be better than Google's?