Google and Microsoft are quite similar in ways because they've released dozens of products and ideas and the vast majority don't catch on but the ones that have are totally dominant. Microsoft has only ever released 3 products that made a profit - Windows, Office and X-Box and the latter really took its time to get there with huge losses on the way.
I actually think that ad has a decent point, as cheesy as it is, most comment on computing comes from home consumers, by far most of the money comes from companies. I know Jim commented in the SOPA thread that some companies use Google mail and apps and if they did a SOPA protest it'd ruin them. Offices are packed with HP, Dell and Lenovo and reason is that if the shit hits the fan they'll send an engineer in, have service levels and agreements, Acer may be cheaper but they can't do that.
Microsoft is the same, I know that Open Office or Google Docs offer the same functionality for nothing or next to it (I use Open Office on my home computer) but companies pay the higher cost because if their Outlook goes wrong in any part of the world they'll send someone in to fix it. Google set any new product as Beta forever and a day.