Earlier quoted context omitted.
Google is in some ways easier, because there's no real threat to their cash cow, search ads. Apple has to stay ahead of competition in phones. That competition is now quite good, and usually cheaper. As CEO of Apple, Cook is expected to deliver the Next Big Thing. So far, he hasn't, and he's running out of time. (Cars? Tough, low-margin business. VR? Niche market. Watches? Tried that. Robots? Not ready yet. Voice AI?…
Can you flesh out an argument that Cook and/or Apple is "running out of time"?
Working on the watch means that they aren't working on the Mac or the iPad. They are a victim of their own success in that a successful, well thought out, and profitable product like the watch is viewed as a neutral.
They've also flopped on the TV.
That said, their ability to execute is amazing.