Google is fundamentally a product company, which explains its strategy of launching specialized AI applications, like Gemini, Antigravity, and Flow, rather than pursuing the “super app” model favored by OpenAI or Anthropic. While this decentralized approach aligns with Google’s DNA, they must be careful to avoid over-fragmenting the ecosystem. To prevent user confusion and value dilution, Google should keep its standalone apps to a minimum, ensuring each serves a distinct, highly focused niche.

Crucially, Google should implement a unified AI quota system tied to a Google One AI subscription. Pooling usage limits across the entire ecosystem would be a win-win: users get the flexibility to spend their credits on their most-used apps without feeling restricted, while Google mitigates the massive compute costs of users maxing out separate quotas across a dozen different tools.

To further drive adoption and retention, Google needs to offer more generous credit allowances in their paid tiers while doubling down on UI/UX, performance, and overall polish. Elevating the design and functionality of these specialized apps is what will transform them from a scattered toolkit into a cohesive, premium ecosystem.