It's true that Apple has nothing like the direct revenue streams of Facebook or Google coming from the web via advertising (but Amazon isn't in the same busines

It's true that Apple has nothing like the direct revenue streams of Facebook or Google coming from the web via advertising (but Amazon isn't in the same business either). What I think the point is that all four companies operate very large online services. There's even significant overlap on a lot of key products: maps, messaging, email.