"customer obsession" was always at the mercy of the real obsession: "making money hand over fist". The former will ALWAYS lose out to the latter given enough cycles.
It's a pretty strong argument to say that Microsoft under Gates was technically obsessed, but that really faltered under Balmer.
Microsoft continued to win profits, but they made major strategic missteps that cost the revenue.
Amazon feels like it's going down the same path: empowering the tree-gazers without remembering that the forest also matters.
{Revenue attributable to previous R&D} (aka coast) vs {Revenue attributable to current R&D} (aka acceleration)