2026-01-18 21:47:55

The core of the investment logic always points in one direction—upward potential.

By observing the evolution of the tech ecosystem, you will find an interesting pattern: those controlling the 'deployment layer' technology solutions often become market winners.

Google has penetrated core scenarios like Gmail and search through Gemini, building an omnipresent AI deployment infrastructure. Similar stories are repeatedly played out in the gaming and automotive sectors. Take the gaming ecosystem, for example: a leading game engine controls 60% of the mobile game market and 70% of VR applications, and has even penetrated electric vehicle dashboard systems. This is not just about market share but about infrastructure-level control.

From an investment perspective, those who control the deployment layer often have the strongest upward potential. They do not rely on a single product going viral but gain continuous value through ubiquitous infrastructure.

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SnapshotBot

· 01-20 00:41

In simple terms, it's about seizing the entry point. Whoever controls the underlying layer wins.

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MEVHunterNoLoss

· 01-19 18:59

Really core, controlling the deployment layer is controlling the lifeline. Google's approach has already been largely copied, but those who truly make money are still the guys hiding at the bottom. Who notices them?

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DEXRobinHood

· 01-18 22:05

The deployment layer is the ultimate moat. Once the bottleneck is blocked, everyone has to look at your face.

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Layer2Observer

· 01-18 22:04

I have to explain this logic: the deployment layer is indeed strong but also easily replaceable. Not all infrastructure can be a moat.

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Degen4Breakfast

· 01-18 22:01

To be honest, this logic also applies in Web3; it all depends on who can block the foundational protocol layer.

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BearMarketBarber

· 01-18 21:49

Basically, it's all about positioning well, and everything will be fine. Google's approach is really aggressive—embedding AI into the things you use every day, making it impossible to avoid. The game engine example is even more impressive; from smartphones to cars, it's their territory. That's what true moat looks like.

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