This is where they’ve failed. I keep stressing this over and over. You cannot have a smart speaker assistant that’s not smart lol. There is a a percentage of people who will still buy the HomePod regardless. But the market isn’t in the speaker. The market is in the assistant!
Actually I could not agree less with your market definition. I think that Amazon and Google want you to think you need an "Assistant" but the results of actual use are quite the opposite.
A company called "Creative Strategies" did a survey in September of 2017. Here is what they found...
Top 3 Amazon requests
Set a timer
Check the weather
Play a song
Top 3 for Google
Check the weather
Play a song
Set a timer
Sport score requests only 10%
Add an item to your todo list 5%
All of the assistants are "dumb" right now to be honest. Yes Siri is worse than Google and Amazon but NONE of them are great and none of them really use natural language. None of them, for 90% of what they do, are faster than most people using a app or searching via a browser. For instance I have my Echo working with my Nest thermostats. It if faster to use the app on my phone to change the temp than using Alexa and asking her to do it. She is hands free but not fast.
"Assistants" need another good 5-10 years and mountains of data to become what I would consider great. This assumes no future privacy laws cripple those efforts in the future.
The Home Pod will replace our Bose Sound Link BT in our kitchen. The full size Echo failed to do so because #1 it did not sound as good as the Bose, #2 we use Apple Music so it was in BT mode and #3 the "Assistant" part of it is a gimmick that everyone in the house quickly tired of and #4 we are privacy concerned and Amazon and especially Google concern us to be honest.