Earlier quoted context omitted.
On paper, Google's throw-everything-at-the-wall-and-see-what-sticks strategy (that has lead to a substantial Google Graveyard) seems like it was intended to allow for some parts of the company to innovate while keeping the core products stable and boring. In practice, many of those innovations (Google Inbox, anyone?) were not deemed profitable enough to keep around. Others were never given the resources to grow beyon…
Microsoft today is more innovative than google IMO. They keep executing bold and controversial strategies, even though being older than google.
Yeah, I think Google is looking more like an IBM in the long run, while Microsoft manages to innovate despite its age and size.