Interesting also that Apple before Jobs's return had several complete or near-complete rewrites of the OS: System 7, Taligent, Copland, and NewtonOS (I'm not counting A/UX because it was largely System V at its core, or MacOS 2-6 & 8-9 because they were largely incremental improvements on System 1 & 7 respectively).
Perhaps a rule-of-thumb is that a tech company becomes dominant when it has a widely-used OS, and it loses relevance when it has multiple widely-used OSes. Seems to apply across multiple technology generations: Bell Labs (UNIX -> Plan9, Inferno), IBM (System/360 -> PC-DOS, OS/2, MVS, Taligent, etc.), Microsoft (DOS/Win95 -> WinME, XP, Vista, WinCE), Apple (mentioned above). It makes me wonder what Google's fate is, given that they went from having the dominant mobile OS (Android) in 2012 to now having Android, ChromeOS, Fuchsia, and a few others that aren't well-known.