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0 pointsonlyrealcuzzo1y ago0 comments

> There are different moats [1]. You’re describing incumbency, an intangible moat. It’s nice, but it’s fickle. Particularly with something with low switching costs.

Google has a low switching cost, and hardly anyone switches.

ChatGPT is quite similar to Google in this way.

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JumpCrisscross1y ago

> Google has a low switching cost, and hardly anyone switches

Google has massive network effects on its ad business and a natural monopoly on its search index. Crawling the web is expensive. It’s why Kagi has to pay Google (versus being able to pay them once and then stop).

scarface_741y ago

Thought experiment: if tomorrow Apple changed the default search engine from Google to ChatGPT for iOS, how fast would Google’s dominance drop?

iOS has 70% market share in the US

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