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by MinimalAction 82 days ago
Much more than Google search. Cloud, Waymo, Verily, Deepmind, stake in Claude. So many bets other than just ads.
1 comments
Gagarin1917 82 days ago
None of those are moats, though. None of it is “something competition cannot do.”

The concept of moats just has too much weight put on it around here.

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