Yet? Maybe they are but embedding adds or paid signal amplification/probability tweaking has already been floated on the market and may already be a product.
It doesn't matter if it's classic search or LLM. They can monetize tracking information as easily as they can sell ads. They'll have fast cheap custom-built assistant models that run on device by default, keeping things profitable. In time they'll likely double-dip again by injecting product placement in results.
I don't see the same thing here. Google isn't making any money from being the assistant in Apple, so why would they pay to be it?