I can't actually think of a company besides Apple that makes both the hardware and OS for a computer. Can you?
Hmm, I see what you are getting at, but I still don't see how Google or Apple could revolutionize the way a company provides an internet/phone connection, and then how they could be able to role that out to the rest of the world.
Apple have retail experience with their Apple stores, Google not. Their presence is global and has been rolling out since they started, so also they know how to spread their business to a retail level.
I think the way they can do it is with a radical change of the infrastructure used to provide the services.
Cell Towers will be replaced with ultar fast speed Internet connections, whatever they will call them. The servers will be strategically located in server farms, they already started in North Carolina, currently it seems that they are aimed to support iTunes and the iCloud services that could help to improve the mobileMe "user experience" and expand and explore the delivery of services, movie rentals has been another one.
iMessenger (formerly iChat) will be another step in this transition, building on the market grown by RIM and their BBM, (by the way, WhatsApp rocks!).
Apple have the end user hardware, OS, a bunch of customers, content and certain infrastructure, the end user experience is highly affected by the service providers: carriers and ISP.
If they have the chance to buy some licenses or bandwidth of the spectrum they could create a good thing for them and for their customers.
Google have the experience with advertising, innovation and is getting into the mobile business with purchase of Motorola, they have google voice and other communication services, that for some reason they are not wide spread yet?
They lack media content and a solid App Store revenues stream.
But they have the know how, and great deal of people that can change the way things are done in any of these service providers: cellphone carriers or ISP.
Google also have the advantage of funding their "free" service with the advertising marketing service. So we could see free Wi-Fi, and higher speed connections in the future that you can access with your google devices, because they need you to be connected and you need them to be connected.
So they make it free and then transition to a small fee for businesses or premium accounts for those that prefer not to have a free service.
Anyway, all this is if they want to.