MG is connecting the dots (he does it very well covering Apple), first time I see him doing it for Google insightfully. Bravo. I've been saying in tech debates for 2 years now that Chrome is a huge story for Google, irrespective of how well chromiumOS does on netbooks (i really think everyone who wants one of these darn things should just get a Tablet -- either one is a serious developer/producer and hence needs a MacPro :-), or is a consumer and hence needs a tablet.)
Back to the main point, Google has now clearly established that it is fully attacking the 3 areas that matter most in the digital world --
a. The mobile App-eco system (Android & Chrome AppStores) + mobile ads
b. web-eco system (Chrome & adWords), and
c. online identity/social (G+) & +1
And they all fit together and cross-promote very well. Apple has a & b with no clear path to C. Facebook has C. It needs a second play, and I think it should be mobile-focused.
Let the battles begin.