The OpenClaw thing points to the absurdity of the current moment. Not that I don't think something like it is the future. But all of the players are out whack.

Apple has the strong multi-form-factor platform, consumer software ecosystem, and popular appeal, but no vertically-integrated AI solution. Google has the frontier models, compute capacity, and enterprise platform, but no cohesive consumer software story with hardware. Amazon has the compute capacity and voice hardware but no platform.