> Cloud, Gmail, YouTube, Android, Chrome

Cloud and gmail, I agree.

I don't think YouTube can survive if GenAI keeps going like this. Android, same, but on a different timescale and for different reasons. The Play Store (and all other app stores including Apple's) will also face problems from GenAI making apps (it already replaces my need to buy, but I'm weird and a software dev ("but I repeat myself")).

Not sure how big a moat Chrome really is? It's more like a sales funnel than a product itself, I think?