I agree with your take on AI first at Google. I think Sundar is doing a great job at trying to fix the mess of wide range of Google products that were developed without any grand vision of integrating with Google’s business(es).
On other note, what is your take on apps in Google Assistant? The app store is growing with lots of different types of them, including mine (Butler Services). I think that Google Assistant can become primary interface for all the services and apps to do basic tasks, and can be a primary interface to interact with phone/tablets, TV, home-devices etc. All the apps and webpages can be launched from Assistant where it points/opens the specific intent in the app or directly takes user to the relevant web-page (like it does on google searches!).