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I'd say 3/5 (+Amazon). And arguably 5/5 if you include product mining within their ecosystems (+Apple +Netflix).
by ethbr0 5y ago
I'd say 3/5 (+Amazon). And arguably 5/5 if you include product mining within their ecosystems (+Apple +Netflix).
- handrous 5y agoYeah, that'd be the "moat" I mentioned, but maybe I didn't sufficiently emphasize what a huge advantage that is for them. Losing the ability to vacuum up and hoard data just wouldn't be quite as big a shock directly to the bottom line, in very short order, for the rest of FAANG (+M) as it would be for F and G, in particular. It'd hurt the others plenty, however.