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> I don’t see Pichai changing Google so fundamentally. I admire Cook though.

Well he did change Google fundamentally. Imagine being so dense you're fumbling to a competitor built on a technology that you innovated .

That being said, I'm still long Google because they're the tortoise. And this is one of those races where slow and steady might actually win. And while I was a strong critic of Pichai on a lot of fronts (just check my past comments!), he still must be given due credit for his measured approach and for navigating Google through some of the roughest regulatory environments, and for leaving Google relatively unscathed.



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