It would have been better if they had competitors to keep them honest.
I really admire Apple here a lot more than Google. They seem to have a stronger sense of who they are and who they are not.
My take is, they were justified in going for it, but it’s simply not in their DNA. Social information is different from the non-human information where Google dominates (eg search, maps, etc).
I do share your admiration for Apple vs Google. But I wonder how long they will be able to keep it up without a Jobsian product visionary to define their identity. Tim Cook is doing a good job so far but there is only so long they can coast on iPhone dominance and strong operations. Apple’s identity revolves around defining the future, and I’m not sure they still have that ability.