Google has no moat anymore.
- Google search is on the way out. I don't know any of my peers who use it anymore.
- Coding models make doing extreme depth of work possible.
- Hoards of unemployed engineers now have access to 10x coding utilities and are looking for things to do. They will start clawing away at Google products.
- Just the other day, someone cloned Google Gsuite and it looked awesome
- Drive and Search will also be fungible products
- I'm itching at the chance to build my own phone operating system, and there must be thousands of others who want to do the same.
- Chrome can probably be replaced (Firefox gained a whole percentage point last month)
I don't think Google is safe anymore.
Two caveats that I'll give them:
- YouTube still has network effects and probably can't be dislodged
- Google cloud isn't going anywhere
- Google search is on the way out. I don't know any of my peers who use it anymore.
- Coding models make doing extreme depth of work possible.
- Hoards of unemployed engineers now have access to 10x coding utilities and are looking for things to do. They will start clawing away at Google products.
- Just the other day, someone cloned Google Gsuite and it looked awesome
- Drive and Search will also be fungible products
- I'm itching at the chance to build my own phone operating system, and there must be thousands of others who want to do the same.
- Chrome can probably be replaced (Firefox gained a whole percentage point last month)
I don't think Google is safe anymore.
Two caveats that I'll give them:
- YouTube still has network effects and probably can't be dislodged
- Google cloud isn't going anywhere