I kind of feel they should be. I cannot remember what their last major customer-facing AI product launch after Google Assistant. Sure there is AI in photo tuning and many interesting features for the Pixel phone, and there is Gmail autocomplete but I remember I used to really following every Google product launch when I was a kid: there is Google Reader, Google Drive launch in those days. That excitement was kind of…
But mostly the ML stuff is silently launched behind the scenes. And you slowly become inured to astonishing feats of machine learning like being able to translate spoken Chinese to English text on your mobile, and cars that drive themselves, and the fact that you can search your photos for "toy lizard" and that actually works.
Edited to add: with regard to the idea that some competitor with an AI code generator will out-program Google as an organization, you should take note that Google has already deployed AI code generators in large-scale production. So whenever a future competitor re-invents this facility at that moment they are already years behind Google[2].
To summarize, I believe it is somewhat strange to believe that the organization with demonstrated state-of-the-art machine learning research and development will be caught unaware by the ML revolution.
1: https://impactchallenge.withgoogle.com/globalgoals/projects/...
2: https://ai.googleblog.com/2022/07/ml-enhanced-code-completio...