alt Hacker NewsIt seems Google has to play both offense and defense: competing against frontier labs' models while protecting search and ads. They also have to be mindful of not doing anything that could hurt their own search or ads. That seems harder than a frontier lab just doing offense on both models and search/ads.
Having said that, I think Google's moat is still strong with Cloud, Gmail, YouTube, Android, Chrome, etc.
> Cloud, Gmail, YouTube, Android, Chrome
Cloud and gmail, I agree.
I don't think YouTube can survive if GenAI keeps going like this. Android, same, but on a different timescale and for different reasons. The Play Store (and all other app stores including Apple's) will also face problems from GenAI making apps (it already replaces my need to buy, but I'm weird and a software dev ("but I repeat myself")).
Not sure how big a moat Chrome really is? It's more like a sales funnel than a product itself, I think?