All indications is that Apple went from conception of the iPhone to introduction in two years.

It took Apple 3 months to go from “we are going to introduce an App Store” to “there’s an all for that”

Again, you are missing the point. ChatGPT has no moat, certainly not against Google.

The day first iPhone was released, Nokia management didn't know this will be big. Most of the world didn't.

By the time their sales were hurting, and Nokia management woke up, there were many years of development to catch up on.

None of this applies here. Google already has an equivalent to ChatGPT internally and could release it any day. ChatGPT doesn't have some unique data thay Google is lacking, so what's gonna stop them?

Google lacks competence to create any product that’s not adTech.

I didn’t say it can’t create the technology. There is a huge difference in the competence that it takes to develop software and the competence it takes to create a profitable product that needs vision, patience and strong leadership.

It has the focus of a crackle addled flea.

> Google lacks competence to create any product that’s not adTech.

While I wholeheartedly agree with this statement, unfortunately AI is an area where they might succeed.

AI mainly requires:

1. Brilliant researchers/engineers

2. A ton of money

Google is one of the few companies that have abundance of both.

Even if they create just the tech and another company builds a product on top, Google will just acquire them.

And something as messaging apps require neither. Yet Google can’t bring a decent one to market and introduced three incompatible products in one year even though it has the worlds most popular mobile operating system.

What profitable products have all of their brilliance abd money brought to the world outside of adTech?

It came out in the Oracle trial that Android only made Google a total of around $23 billion in profit total by 2016. All indication is that Google pays more to Apple to be the default search engine on iOS than it makes on Android.

Again, I agree they are incapable of creating products. I just think that entry barrier for AI is so much higher that Google has a decent chance.

Amazon or Airbnb could be started in a garage by a small group of enthusiasts. Something like ChatGPT (or Chrome) cannot. Hopefully I'm wrong.

Apple had most of the OS in place when the project began. That's why, to this day, a bunch of iOS APIs start with "Nx."

Also, the reason the App Store appeared overnight was that they had been planning to use it for the as-yet-unannounced iPad all along. It was almost ready to go when the iPhone was announced; all they had to do was pivot away from the moronic "Web apps only" strategy they had been pushing for the iPhone.

So hopefully (for Google) they are in a similar position, with years of work already done. We'll find out.

The App Store itself was built off of the iTunes Music Store.