john spurlock 2020

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“Today, the 3 pillars of Google's comparative advantage are Places, Street View, & 3D data. But in a few years, I think it will mostly just be Places. And shortly thereafter, it may well wind up with no remaining edge beyond convenience and brand loyalty.”Google Maps' Moat is Evaporating - A Closer Look with Joe Morrisonjoemorrison.substack.com