This is where Google wins AI again - most people want the google-bot to crawl their site so they get traffic. There is benefit to both sides there, and Google will use it's crawl-index for AI training. Monopolistic? Perhaps. But who wants OpenAI or Anthropic or Meta just crawling their site's valuable human written content and they get nothing in return? Most people would not I imagine, so Cloudflare are on-point wit…
Not sure how Google is winning AI, at least from the sophisticated consumer's perspective. Their AI overviews are often comically wrong. Sure, they may have Good APIs for their AI, and good technical quality for their AIs, but for the general user, their most common AI presentation is woefully bad.
I don't especially think they are, but if I was trying to argue it, I'd note that Gemini is a very, very capable model, and Google are very well-placed to sell inference to existing customers in a way I'm less sure that OpenAI and Anthropic are.