Right, that's a different moat and a new playing field though. It seems like it could be less of a network effect, possibly more of an economy of scale effect.

Right, that's a different moat and a new playing field though. It seems like it could be less of a network effect, possibly more of an economy of scale effect. Or maybe those two usually end up coinciding. Or maybe not, maybe they'll be some point where the software matures enough that people end up being sort of indifferent between who developed it as long as it passes some "good enough" threshold, and some of the set of developers with good enough software will license it to whoever wants it to undermine the dominant player. For example I'm not sure which of the Maps/directions apps out there right now is actually the best, but they all seem good enough to use and I can't actually tell which is superior except for rare edge cases that I won't see often enough to be able to quantify.