>I actually don't think Google is in particularly great shape. They are still overly reliant on search and advertising revenues I also don't think Apple is in

>I actually don't think Google is in particularly great shape. They are still overly reliant on search and advertising revenues I also don't think Apple is in particularly great shape. They are still overly reliant on the iPhone. What's going to happen when people stop buying iPhones? What is Apple going to do? Apple is also desperately looking for that next big thing. >their hold over the Android platform isn't particularly strong (only via Google Play Services) It's never been stronger. An Android phone released without Google Play Services and the Play Store, outside of China, is as good as dead in the water. Google is also the steward of Android contributing nearly all of source code and doing all of the R&D. Without the stewardship of Google, the gaggle of OEM clusterfucks would be releasing incompatible smartphones to lock customers into their ecosystems. >It's also confusing where Google is going with some of their acquisitions e.g. Nest was expensive and arugably unnecessary and the self driving car is solid technology with very poor product positioning i.e. existing car manufacturers have their own technologies and don't want to bet their business on Apple/Google. Nest is going to be Google's IoT company, I believe, and they're going to play an integral role in defining their vision of IoT. As for their self driving cars - the same could be said about Tesla and look what happened there. It's all about disrupting industries, not trying to make deals with the players.