This rings true to me. I think Google's biggest competitive advantage is not network effects, brand awareness, or eyeballs for advertisers. Their biggest advant

This rings true to me. I think Google's biggest competitive advantage is not network effects, brand awareness, or eyeballs for advertisers. Their biggest advantage is that no one runs datacenters better than Google. Amazon is a close second but I would be willing to bet that Google is more efficient by potentially as much as an order of magnitude. Similarly they invest heavily in development and IT tooling. It allows them to scale in ways that very few other companies can.