I would also take Amazon - although they're huge they don't yet deliver everything you can buy (think groceries) and they have other services like AWS and Mecha

I would also take Amazon - although they're huge they don't yet deliver everything you can buy (think groceries) and they have other services like AWS and Mechanical Turk that are growing and are without peer in their markets. As for Apple, I think they will have a harder time staying at the forefront in a very competitive market now that the iPhone and (to a lesser extent) iPad are no longer have the "wow" factor that they used to.