> That said, nothing stops another company from stepping in and taking a license for a smart speaker without neither the microphone nor the speaker, in a tiny form factor
There's already a bunch of audio-only Cast-enabled products without a microphone. There's no need to license google assistant just to get cast. Speakers & receivers with cast built-in has been a thing for a few years now. The dongle was just an upgrade path while the broader ecosystem built up.
Sorry, I was being silly and I really meant Cast speaker, which is what a stripped down smart speaker is. AFAIK you still need a license or at least some help from Google to get that working, since the protocols are proprietary.
There's already a bunch of audio-only Cast-enabled products without a microphone. There's no need to license google assistant just to get cast. Speakers & receivers with cast built-in has been a thing for a few years now. The dongle was just an upgrade path while the broader ecosystem built up.