- Apple is over 45 years old and is still creating new market defining products
- Microsoft has been around for 45+ years and didn’t stay one of the most valuable companies for 25 years by not thinking long term
- Amazon Retail is a nothing burger as far as profitability . The future is AWS. (Former AWS employee. I have no love for the company). They have also invested in the long term and still people overwhelmingly shop at Amazon.
- Google has always been a rudderless shit show led by executives with the attention span of a crack addled flea
- Tesla - I hate to admit it. But they built one of the few hardware based tech startups and you don’t become Tesla with a short term focus.
Consumers love Apple and Amazon and Microsoft’s true customers - OEMs - have had a good relationship with MS post the DOJ lawsuit it seems.
Shareholders seem to trust the management of those companies as they have pivoted