Stickyness absolutely helps. But it won't get you anywhere close to a MAG7 operating margin. I think we are already seeing the start of price wars. I cancelled my ChatGPT subscription once i realized Gemini Pro was included in my Google Workspace and never looked back for a second.

If it taste as good and is cheaper, sure.

10 seconds to buy my wife a Pepsi? Why that estimate seems quite absurd.

First I would have to walk 10 miles into town. Then I would have to locate a purveyor of goods that carried Pepsi-Cola products...

Then I reckon we would spend a fort-minute dickering over price.

And finally trudging back home with my Pepsi product in tow.

Why, I'd be lucky to accomplish this herculean task in the very same evening.

No, because that’s a product you buy for flavor and Pepsi is a different flavor.

Coke doesn't change their recipe every year.