4 ms·
Network effects are a moat. A vertically integrated system that people depend on with non-portable integrations is a moat. Regulatory Capture is a moat.
by kridsdale1 2y ago
Network effects are a moat.
A vertically integrated system that people depend on with non-portable integrations is a moat.
Regulatory Capture is a moat.
- trhway 2y agoWhat is the moat of the Google Search? To me the LLM is the first and the only disruptor so far of the Search.
- andrewflnr 2y agoIt used to be their high search quality, difficult to replicate technology. Now they don't have one.
- asadotzler 2y agoTheir moat is lock-in across services now. People are "Google" users not just "web search" users.
- deleted 2y ago[deleted]
- mcphage 2y agoWell, Google’s willingness to pay potential competitors tens of billions of dollars per year to disincentivize developing a competing search engine is kind of a moat.
- brookst 2y agoGoogle’s moat is eroding (filling?), but over the years it shifted from best product/tech to best brand.
- Ekaros 2y agoGoogle is still good enough for most searches. Say finding web page of restaurant or some cursory information on popular topic. I suppose competitor would have to be really good on those times most users need something better. So it is the brand and familiarity. It would need to get really bad even on most basic things to be replaced.
- discordance 2y agomuscle memory