The moat is what the top execs new it was going to be the entire time: lock in. The Google dev that freaked out in that famous email that declared there is no

The moat is what the top execs new it was going to be the entire time: lock in. The Google dev that freaked out in that famous email that declared there is no moat was right and as your article points out, yes indeed there is no technical moat. The moat was never technical, it was first movers.