As he puts it Apple is foremost a design company. I see interesting rivalry brewing up between Apple and Google. One where design is paramount and other where engineering is paramount. In fact in the tech world, Apple stands out as a design company where as pretty much everybody is more or less engineering and marketing company.
Very broadly, Google's product aren't as minimalist as Apple's because they want to appeal to power users and techies as well as your mom and dad. That doesn't mean they can't design.