> It's really hard for a goose to lay a second golden egg. With Microsoft, it's their Windows/Office monopoly. With Apple it's the iPhone. Google is an outlier

> It's really hard for a goose to lay a second golden egg. With Microsoft, it's their Windows/Office monopoly. With Apple it's the iPhone. Google is an outlier among outlier because they do have several golden eggs but one is much bigger than all the others (ie search). No, in fact, Azure's revenue is higher than that of Windows and Office combined [1]. Microsoft is far more diversified than Google is. Google has been trying for a decade to achieve Microsoft's diversification and has not succeeded (Bard being the latest such failure). [1]: https://www.visualcapitalist.com/microsofts-revenue-by-product-line/ https://www.visualcapitalist.com/microsofts-revenue-by-produ...