u/b0men · 15d agono track record yet
Google might win bigly from AI software-cloning. $GOOGL
As AI tools make it easier to reverse-engineer and clone software, traditional app-based software moats weaken. Google benefits disproportionately because it owns the distribution rails (Search, Chrome, Android, Gemini, Google Cloud) where developers and users conduct work; value shifts from cloneable features to models, distribution, and platform control.
At post $348.29Now $320.21-8.1% since postedas of Oct 23, 4:45 PM ET
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