Steve Gillmor has a great characterization of where Google could be going. Rather than trying to build the platform for everybody, Google seems to want everybody to build the platform for them or rather, with them. Google could be engineering something at the scale of the Internet, not just producing a suite of somewhat related products. If others continue to join in, the competition could be dizzying. Steve called it "iterative competitive development", "overlapping interoperability" rather than "lock-in" or "lock-out".
Anyone not taking this kind of approach probably is locking themselves out.