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The GP was saying Google's tech could enhance it's supply chain, not it's customer acquisition. That's not a tech advantage, that's called leverage.



Doesn't Google have a history of being unsuccessful at supply chain? Their Motorola acquisition was a failure on the production side (though some would say a net win on the patent and IP side). Instead of using their tech for supply chain recently, as another example, they went ahead and purchased many of HTC's knowledgable people in Taiwan...

Apple has an incredible grasp on supply chain, and Walmart and Amazon have a similar grasp on logistics. I think a lot of the knowledge in this space is about control and not necessarily solved by tech.




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