> On the other hand, Google is all over the places, they are very distracted and confident that they will always be the indisputable kind in ads and search so they didn’t invest much in generating other long term major revenue streams.
I think this is a very muddled analysis. You seem to be saying that the lack of focus is caused by the perception of a permanent easy revenue stream. But I think the causation is actually the reverse of that. The lack of focus is more like a breadth first search for additional sustainable revenue streams undertaken because they know the golden goose can't lay eggs forever.
And similarly backwards: it is Apple who has the luxury of focus because high-end consumer computing hardware is a stable revenue stream with very little risk of drying up over a very long time horizon.
I think this is a very muddled analysis. You seem to be saying that the lack of focus is caused by the perception of a permanent easy revenue stream. But I think the causation is actually the reverse of that. The lack of focus is more like a breadth first search for additional sustainable revenue streams undertaken because they know the golden goose can't lay eggs forever.
And similarly backwards: it is Apple who has the luxury of focus because high-end consumer computing hardware is a stable revenue stream with very little risk of drying up over a very long time horizon.