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Yeah they've been slow to release end-user facing stuff but it's obvious that they're just grinding away internally.

They've ceded the fast mover advantage, but with a massive installed base of Android devices, a team of experts who basically created the entire field, a huge hardware presence (that THEY own), massive legal expertise, existing content deals, and a suite of vertically integrated services, I feel like the game is theirs to lose at this point.

The only caution is regulation / anti-trust action, but with a Trump administration that seems far less likely.






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