4 ms·
Alphabet is worth $3.5 Trillion. What’s their moat?
by Gagarin1917 7mo ago
Alphabet is worth $3.5 Trillion. What’s their moat?
- MinimalAction 7mo agoMuch more than Google search. Cloud, Waymo, Verily, Deepmind, stake in Claude. So many bets other than just ads.
- Gagarin1917 7mo agoNone of those are moats, though. None of it is “something competition cannot do.” The concept of moats just has too much weight put on it around here.