https://finance.yahoo.com/news/like-alphabet-apple-buffett-doesnt-135316378.html

Alphabet is also a tremendous business. It has large, sustainable competitive advantages in the form of brands, habits, and network effects, and has a low-capital-intensive, high-margin business model that generates gobs of free cash flow. It has seven products with more than 1 billion monthly average users: Search, Android, Maps, Chrome, YouTube, Google Play and Gmail. Google Search has 90% share of search in most countries, Android has 86% share of smartphones globally, and YouTube serves 20% (and growing) of all video consumed on the internet. Alphabet currently captures 15% of global advertising spending, and 100% of the incremental ad spending in the world is going to Alphabet and Facebook. " data-reactid="26">Alphabet is also a tremendous business. It has large, sustainable competitive advantages in the form of brands, habits, and network effects, and has a low-capital-intensive, high-margin business model that generates gobs of free cash flow. It has seven products with more than 1 billion monthly average users: Search, Android, Maps, Chrome, YouTube, Google Play and Gmail. Google Search has 90% share of search in most countries, Android has 86% share of smartphones globally, and YouTube serves 20% (and growing) of all video consumed on the internet. Alphabet currently captures 15% of global advertising spending, and 100% of the incremental ad spending in the world is going to Alphabet and Facebook.

Apple has a fabulous business model, but Google’s is even better in my opinion. Apple actually has to do things: develop and have manufactured a physical product, ship it all over the world, carry inventory, operate stores, etc. And its business model has some real risks: At its core, Apple is a device maker. And the tech world is littered with the carcasses of failed device makers like Palm, Motorola, Nokia and Research in Motion." data-reactid="27">Apple has a fabulous business model, but Google’s is even better in my opinion. Apple actually has to do things: develop and have manufactured a physical product, ship it all over the world, carry inventory, operate stores, etc. And its business model has some real risks: At its core, Apple is a device maker. And the tech world is littered with the carcasses of failed device makers like Palm, Motorola, Nokia and Research in Motion.