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Comment by asa400

2 days ago

Additionally, they have built-in distribution and integration for their products. I don’t know how folks don’t see that as a massive advantage.

It’s like Microsoft and Internet Explorer in the 90s but on a much larger scale both in the breadth (number of distribution channels) and depth (market share of those channels in their respective verticals).

That's true. It's also a fine line to walk for Google.

Google has recently received regulatory pressure, for instance, just like Microsoft had trouble in the late 90s.