But there are going to be huge network effects in terms of your personal data, which includes communications with friends.
If you use Gmail/Google Calendar/Docs/Drive, and ChatGPT can't tell you anything, but Gemini helps you with all the data in your life... that's a gigantic network effect.
Network effects aren't just about friends. They're about file formats, productivity suites, and ultimately compatibility.
Network effect is a specific term about the increasing utility of a service as more people use compatible services, it's explicitly about users other than yourself.
You're describing something more like having an integrated ecosystem a la Apple's walled garden where things work great with other Apple products (notification hand off etc).
None of my data is in google's cloud (for obvious reasons) except gmail, which contains far less of my life than you might think. Most of my friends outside of work use icloud. google will need to figure out how to access other silos if they want their chatbot to move forward.
Google has no access to what music I like, what movies I like, what books I read, who I am friends with and why, what values I have and why I pursue them. That's a rough place to start as this is the center of my personality.
Gmail is google's ace in the hole. If they can't figure out how to exploit that gemini will just be the android version of siri (which is already the case, right?)