I believe their game plan is more hardware based differentiation rather than software alone. From that perspective, TensorFlow will probably play a similar role

I believe their game plan is more hardware based differentiation rather than software alone. From that perspective, TensorFlow will probably play a similar role to Google's Cloud that DirectX played to Microsoft Windows. As other cloud vendors aren't THAT far behind (notably Microsoft), I don't believe Google will win with that high of a margin, if it wins.