How is search index a moat? It's hard to build, yes, but there is no moat here and anyone can build it as long as they have infra, talent and money.
Also for Apple while I am not sure, but looking at the Android phones there is hardly any feature of Apple which hasn't been covered by some Android phone, so I don't think IP is an issue. It's just that overall quality is much more consistent for Apple across generations that it has built a good brand.
I don’t think you understand how moat is used in this context. A moat isn’t impossible to cross, just harder to cross than a lawn. Also, I don’t think you can saw two features are the same unless the quality is the same. Two sms apps are not equal if one of them occasionally fails to send/receive messages.
YetAnotherNick|2 years ago
Also for Apple while I am not sure, but looking at the Android phones there is hardly any feature of Apple which hasn't been covered by some Android phone, so I don't think IP is an issue. It's just that overall quality is much more consistent for Apple across generations that it has built a good brand.
finitestateuni|2 years ago
matwood|2 years ago
The definition of a moat.