What happens to a company when a visionary CEO is gone? Most often innovation dies and the company coasts for years on momentum and its brand. Rarely does it regain its former glory. Here’s why. Mi…
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I want to point out that search and cloud are not things Microsoft missed, they are things they laid the groundwork for under Ballmer, and I think one could argue Bing does well for itself. I'd argue they are successful in search in many ways with Bing having an over 10% marketshare, and they are one of if not the biggest cloud computing provider in the world now. They also have the upper hand in AI, using that with these services as well.
Apple is in several different categories under Cook and they are successful; although most of the new stuff is wearables, there are also services they have now that do well. Apple though is hitting a high that's hard to get higher, they have to do huge things to move the needle and killing off the car, the already fierce competition in the AR/VR space, AI, new wearables like rings and glasses, these are all things that keep them from moving it further so far. I think there secret weapon right now could in fact be AI and the way they implement it for users and developers to use.
This article is also a fair bit older now so is sort of outdated in its assessment.