> Crazy you think that the company who invests the most in AI won’t retain any value in the transition to the space.
They’ll obviously retain some value. Google can integrate more easily and seamlessly with things people are using but that’s a competitive advantage not a moat.
Google’s trajectory has been from innovative market maker, to dominant market leader, to megacorp that has a strong established position that keeps them competitive and relevant, to legacy provider, to kind of irrelevant.
Google’s still strong and significant but every day they are less so.
They’ll obviously retain some value. Google can integrate more easily and seamlessly with things people are using but that’s a competitive advantage not a moat.
Google’s trajectory has been from innovative market maker, to dominant market leader, to megacorp that has a strong established position that keeps them competitive and relevant, to legacy provider, to kind of irrelevant.
Google’s still strong and significant but every day they are less so.