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321 points jhunter1016 | 1 comments | | HN request time: 0.385s | source
1. JeremyNT ◴[] No.41882221[source]
"There is no moat" etc.

Getting to market first is obviously worth something but even if you're bullish on their ability to get products out faster near term, Google's going to be breathing right down their neck.

They may have some regulatory advantages too, given that they're (sort of) not a part of a huge vertically integrated tech conglomerate (i.e. they may be able to get away with some stuff that Google could not).