Investors aren't worried because Apple has shown time and again that they can catch up when needed, often making something more polished than the competition.

Investors aren't worried because Apple has shown time and again that they can catch up when needed, often making something more polished than the competition. Someone also told me this recently, and it makes sense... Apple dominates a market in both software and hardware, and the hardware is the anchor in that vertical integration. It's a huge anti-competitive edge (except that the hardware itself is very competitive) that nobody else has, which Google is trying to obtain with their own phones and laptops.