I hadn't heard that, that's interesting. Any sources you'd recommend to hear more about it?

I think it's a slightly different point though. What I'm saying isn't about where the idea came from or whether it was part of some precient top down bet / strategy from the very beginning.

It's more where did the strategy evolve to (and why) and did they mess it up. GCP and Android are good examples of where it at a minimum became obvious over time that these were massively important if not existential projects and Google executed incredibly well.

My point is just that there's therefore good reason to expect the same of LLMs. After all the origin story of the strategy there has a similar twist. Famously Google had been significantly involved in early LLM/transformer research, not done much with the tech, faltered as they started to integrate it, course corrected, and as of now have ended up in a very strong position.