3 ms·
Yeah, 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 ho
by handrous 5y ago
Yeah, 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.