Subject: Re: OT mostly: forevers
"Google- to me it's that moatiest of all mag 7/ large cap/mega tech companies."

I seem to recall not long ago how GOOGL's search "moat" was certain to be killed by ChatGPT and other LLM's.😀

Narratives can change quickly. Can real threats to Alphabet emerge in the nest 20-30 years? Hmmmmmm.....?

"Only the paranoid survive."

(GOOGL 10% position in our portfolio)