GOOGL's large scale provides strong competitive moats; existing enterprise/distribution leverage allows for slower innovation cycles without high cash burn.

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

As for the winners, as I said before, they will undoubtedly be the operators on the widest scale. Microsoft, Meta, Google, SpaceX, Amazon, and similar names.

Companies like Microsoft and Google already own distribution and enterprise contracts, so they can easily slow down the release cycles of new models. Even if the periods extend from 6 months to two years, these are giants who can simply relax and take advantage of their existing production lines without having to constantly burn through cash to defend their technological superiority.