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CarlShulman comments on Feed the spinoff heuristic! - Less Wrong
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Good point, but to nitpick Google wasn't a first-mover in search, it defeated AltaVista and other search competitors based on superior performance. They were a first-mover with PageRank, though.
Yes, thanks for clarification, that's what I meant by the first mover: relative to "the thing that gives them a lot of power".