If you're saying things like "AI will be a bigger discovery than fire" you're pitching yourself as a visionary. If you can't come off as a visionary, the gap just seems even more pronounced.

Microsoft's strengths, for a long time, have been product. They bought AI, integrated it really quickly, and got people excited about it. That result is what a product org does.

Google is supposed to invent or innovate, but in recent times that hasn't been their forte either. Microsoft is far more interesting as a product company than Google is.