The Meta leak that changes everything. This is a must read article (no affiliation).
https://www.semianalysis.com/p/google-we-have-no-moat-and-neither
The Meta leak that changes everything. This is a must read article (no affiliation).
https://www.semianalysis.com/p/google-we-have-no-moat-and-neither
That doesn’t necessarily invalidate the point they’re making. Other forms of analysis, strikingly, provide pretty much completely equivalent results.
I’ll need evidence of that.