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Google, according to the article, has no moat either.

> Mind share and being dramatically better than the competition is indeed a moat.

That's literally the opposite of what "moat" means, so no. You can't just make up different definitions for accepted terms if you want to have a productive conversation with anyone.

In AI? None (according to article). For their search engine? The distribution deals they have with Apple & android carriers for defaulting to them, and Chrome defaulting to them. If another search engine wanted to even release a product, theyd have to cross the distribution moat (possible on the web, just hard). For ads, the moat is their network of publishers. Competing ad marketplaces need to build a compelling publisher network to attract advertisers and compete for pixel space on publisher domains.