yup, spot on. Google is now where Microsoft was at the height of "Windows on every desktop". From the outside at least, Sundar Pichai's leadership looks increasingly like Steve Balmer's: operational management by numbers. Quarter on glowing quarter of extensive profit to keep the analysts and investment funds happy. But under the covers, no obvious progress on anticipating, or even creating, "next". It almost killed Microsoft, saved only when Balmer was pushed out.