I said "Consumer AI". Even Apple is likely beating Google in consumer AI DAUs, today. Google has the Pixel and gemini.google.com, and that's it; practically zero strategy.

You've never heard of google search (with AI), gmail (with ai), google maps (with ai). Not to mention that most android devices come with google-ified apps that are at worst a click away from Google AI being on the device, in many cases the AI search app is bundled.

No clue how many google smart speakers sold either, but not reason to think it's lower than homepods really, they're 1/3 the price.