7 ms·
We have no moat https://newsletter.semianalysis.com/p/google-we-have-no-moat-and-neither https://newsletter.semianalysis.com/p/google-we-have-no-moat...
by pautasso 3mo ago
We have no moat
https://newsletter.semianalysis.com/p/google-we-have-no-moat-and-neither https://newsletter.semianalysis.com/p/google-we-have-no-moat...