People seem to be leaping to the conclusion that this is "product" as opposed to, fundamentally, research work, posted on a lab blog post, showing off a capability they expect to be increasing interesting over time.

Just because they happen to be throwing in the option to sign up to to play with the Genie 4 into an Ultra plan, doesn't mean that this is a material part of the value prop for Gemini.

Presumably, they can learn something from how niche Ultra users interested in tech demos engage with it. If that's an upside, it's really unclear it why it would make sense for "a reveal" to promise something too expensive to deliver to such Ultra users. (None of which means that the suggestion that you are responding to is technically reasonable or possible--just that it is unclear that one should dismiss the idea because one views this through the lens of a consumer "product reveal"

Just because OpenAI had to crawl back from Sora to focus resources, and Anthropic proudly proclaims in their filing that they have been avoiding promising creative opportunities for the same reason, doesn't mean that Google can't continue to do lab/research stuff.

It would be odd if they didn't.