Alexa is an operating system, and that could mean trouble for Google.
Google made a fundamental mistake by launching Google Home two years after Amazon Echo, says Ben Thompson of Stratechery. Amazon‘s Echo and its growing lineup of first-party hardware, including the Tap and Dot, are less significant to the company’s future than Alexa itself, the voice-enabled operating system that seems to be growing in reach and intelligence more quickly than any other.
The Echo created its own market: a voice-based personal assistant in the home. Crucially, the home was the one place in the entire world where smartphones were not necessarily the most convenient device, or touch the easiest input method: more often than not your smartphone is charging, and talking to a device doesn’t carry the social baggage it might elsewhere.
Source: Android Central