---
title: "https://www.semianalysis.com/p/google-we-have-no-moat-and-neither"
date: 2023-05-06
source: facebook
type: comment
context: "Sean Malone's post"
fb_link: "https://www.facebook.com/dyi/l/?l=AYO5YpyivUtw0siDbT2ioYNAgtXBz13DMFirHPbOybp6Gnt49-_3F5pVuOG1A1jf816H7StCZW4Qg-Exin5jGWf8qnEjhqXq4g9UgyGkDc-Vz0Q1rUGGTXQ0M8WgIVqem_929xZLXXN1QL24Kw4JCMNfJV8hYZWSFUfMTcSpPCQL-oDu1pWUybcH0XRsIpTKowZmm48KvAE&s=519"
---

# https://www.semianalysis.com/p/google-we-have-no-moat-and-neither

*May 6, 2023 — Comment Sean Malone's post*

https://www.semianalysis.com/p/google-we-have-no-moat-and-neither