[prabubio]

without modern product moat, legacy products and infrastructure is useless. It's like Microsoft saying I have excel, Azure and CoPilot.

[ahartmetz]

You are stating generalities when more specific information is easily available.

Google has AI infrastructure that it has created itself as well as competitive models, demonstrating technical competence in not-legacy-at-all areas, plus a track record of technical excellence in many areas both practical and research-heavy. So yes, technical competence is definitely an advantage for Google.