What they did do in the keynote was spend a lot of time talking about their distribution advantage, and how they can own the consumer in search. But not a lot that will benefit partners or developers.
Basically, they released something broadly competitive with Sonnet 4.6, a new Omni model that seems interesting but unclear yet. They have completely ceded the frontier to OpenAI / Anthropic, and are saying "look for pro next month".
The best release since nano banana pro from Google has been Gemma.
That said, haste makes waste as the price point completely invalidates that