Alphabet benefits from a strong distribution network and data advantages with Google Chrome's market share and the Android operating system. Google Chrome holds approximately 66% of the global market and is pre-installed on billions of devices. Additionally, Google serves as the default search provider on about 70% of smartphones globally due to Android. These entrenched distribution channels create a considerable barrier to entry for new browser entrants. Furthermore, Google has shifted towards AI-driven search with its AI Mode, which enhances the user experience, allowing it to act as a conversational assistant.
Google doesn't need to build a new browser. It already owns Chrome, which has about 66% global market share and is pre-installed on billions of devices.
Through Android, Google is the default search provider on roughly 70% of the world's smartphones. That kind of entrenched distribution creates a wide moat.
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