It depends. Microsoft is the most valuable company in the world and they don’t have any recent “hits”. They just keep doing their core business well just like Google does. That being said, all the research for all of this AI renaissance has come directly out of Google.

I don't understand how Apple is hitting home runs. What have they really innovated on post Steve Jobs? Their products are pretty much equivalent to the competition with 5% more polish at the cost of 5% more time to release. Marketing wise, they are close to gods, but innovation wise, even Microsoft is better.

I definitely agree on the fact that Tim is a much better CEO than Sundar. However I consider Satya to be much better than Tim.