With many research areas converging to comparable levels, the most critical piece is arguably vertical integration and forgoing the Nvidia tax.
They haven't wielded this advantage as powerfully as possible, but changes here could signal how committed they are to slaying the search cash cow.
Nadella deservedly earned acclaim for transitioning Microsoft from the Windows era to cloud and mobile.
It will be far more impressive if Google can defy the odds and conquer the innovator's dilemma with search.
Regardless, congratulations to Google on an amazing release and pushing the frontiers of innovation.