It's an interesting market that I don't think either has figured out too well. Anecdotally, I've not really seen them used for shopping or even really shopping lists and the search model doesn't seem quite as lucrative as if someone used their phone or computer to search.
The one thing they do seem to do well in is as an introduction to - and hub for - the smarthome but I struggle to see how that will make these big subsides viable.
Which brings us back to this. A bit ahead of it's time perhaps but if Amazon/Google pull back their subsidies then this kind of thing might be where we have to go. I'd be happier not using Google Home and have mostly moved to zigbee switches with home assistant to control now anyway. Maybe voice control was a bit of a flash in the pan?