When GOOG IPO, its market cap is almost double that of AAPL. Since then, its market cap lags despite AAPL doing share buybacks and paying dividends which reduce market cap. Meanwhile, FB is closing in to GOOG. GOOG should be renamed as GONE. Parent GONER.
Ballmer’s case actually shows what only a founder can do: kick out a powerful CEO and change company direction on a dime. Ballmer is a big MSFT shareholder himself but Bill Gates is an even bigger shareholder. Gates is also the founder and universally admired inside the company.
If 5 years from now Apple is stuck like what happened to Microsoft in the 00s nobody has the credibility and moral authority to sack Tim Apple and change company direction.