Now in the short term style > substance for the simple reason that it is easy to repackage something that is difficult to use into something simple.
Making things easy to use is obvious for designers - but not for engineers - because they focus on actually making complex things work instead of making it easy to use.
However, in the long run substance > style for the simple reason that anything that can be repackaged to make it simple will either become a minority player or a commodity item because style and veneer are easily copyable but substance isn't. Substance is a natural monopoly, and monopolies make lots of money.
What you see here is the fruition of substance over style - big data is a monopoly and Google owns it hard.
Google will be the first trillion dollar corporation. And it will do so by making everything else apart from Artificial Intelligence a commodity.
Disclaimer: I'm looking to buy Google stock and I recently exited an Apple short.