He's right though. Software is the thing. Great engineering only matters to other engineers, doesn't impress the marketplace at large and doesn't actually let people do anything useful. A great app on %&$#?@!%&$#?@!%&$#?@!%&$#?@!ty hardware is infinitely more useful than a great machine and nothing to run on it.
The problem is this. Everything must be connected but sometimes u are not connected (it happens) and the I like to store it on hardware that I OWN!.
But if you is payed by google you better say network is everything!, I dont.