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by andai
282 days ago
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Google supposedly claimed to have no moat, but they actually have - all the users - all the apps (Google, GMail, YouTube, Docs, Maps...) - all the books (Google Books) - all the video (YouTube) - all the web pages - custom hardware It's honestly weird they aren't doing better. Agree that the models are great and the UX is bad all around. |
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Unfortunately, they've been insulated from the consequences of their bad decisions by the fact the money printer (ads) keeps their company afloat and mollifies shareholders. The moment that dries up, they're in trouble.