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It's just because they have money. It will take billions of dollars and multiple years for other companies to reach that but I don't see any moat except if money is the moat.

Same with postman. Right now they are so much ahead in features that it would take multiple years for other company to match it.

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Google has all the money and their phone and phoneOS are still second tier. It's not money. It's about picking a problem and focusing on it. Further, it's about picking the right problem.

Google picked "How do we save (an additional) 20B+ per year in cash payments to a competitor" and "how do we have a path to accessing the world's data ... that is on a phone." -- and then won at both.

I think its more than money and time. Getting supply chains right (both hardware and software) is really hard at scale. Additionally there’s network effects of their proprietary ecosystem that thousands of developers and millions of users have invested in. Thats very very sticky. Unless Apple fucks up majorly I don’t see that changing.

> Unless Apple fucks up majorly I don’t see that changing.

I agree 100%. I just said the same is true for postman that it is hard for some other company to replace it.

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