Sort of agreeing with u. FAAG companies are hard to compete, only under the assumption that consumers' habit won't change. In that sense, yes. Even now, no one

Sort of agreeing with u. FAAG companies are hard to compete, only under the assumption that consumers' habit won't change. In that sense, yes. Even now, no one beats Microsoft for desktop operating system. But the real interesting underlying pattern is, once the revolution comes, it is not that the then giants would lose their game they had been so good at and optimized to teeth for years to come, it is more like, the game they were playing become, suddenly not that important anymore. Look at MSFT and Intel, how formidable they were 10 years ago, and even though they are still insanely profitable, it is no doubt they are no longer wearing the crowns of tech economy. They didn't lose their own game, they are beaten in someone's game. So it is hard to say where those tech giants can be beaten or not unless someone can predict the future. What if there is revolution happens, where PC can be as powerful as the super computer today, that the cloud companies business model and advantage has been invalidated overnight? Don't lose your imagination.