That's an interesting perspective. Theoretically, the best way to get rid of hardware is to move as much as possible to "the cloud"[1], yet Apple isn't very good at cloud. (At least, not as good as Google and Amazon.)
So let's say we're headed to a future where the only physical electronics anyone owns are wearables: watch, glasses, ear buds. No phones, tablets, laptops, or desktops. Just wearables.
In that scenario, who wins? Apple is best suited for making that hardware (by a long mile), but Google and/or Amazon are better suited for handling the software in the cloud.
I'd place my bets on Apple catching up on cloud faster than Google or Amazon catching up on hardware.
However, if we took it a step further and went full Mana[2], tapping right into the nervous system, my bet would be on Google winning that one. They have the cloud capabilities and expertise, but Alphabet also has some experience in health and biology (if I'm not mistaken).
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[1] I know, I know. "Cloud" is just someone else's computer. It's also more than that.