What? Name me a company to make a comeback on the R&D-is-dead-slowly-killing-bussines front?[1]. Clearly Google (and Intel) are on the IBM train now, with only a lack of anti-trust possibly keeping them barely sentient in a few years. [I say "sentient" because they could continue to rent-seek into their feeding tube way after.]
And clearly this person is letting their investment guide their thinking rather than vice-versa. You almost get it, just a bit more!
[1]: Don't say MS, yet, they have embraced tons of web-era trappings and culture, but are they actually pushing the envelope or still assimilating?