Again, the parent's point stands. Apple is not changing the game with Apple Vision Pro or Apple Intelligence. Microsoft isn't getting accolades for Windows 11 and Copilot. It's not always smart to bet the farm on a product that nobody wants to pay for.
Objectively speaking Google is one of the few companies that saw where the puck was headed and skated there. They built TensorFlow, they sponsored serious local AI research. Now they build their own in-house training and inference hardware. Relative to the struggling we see from the rest of FAANG, I would argue Google is perhaps the only successful competitor left. I despise their monopoly abuse of AdSense, but they're not going to be effectively prosecuted with protectionist American policy defending them. Google "won" the services sector and now everyone and their mother is butthurt.
