moatel·قبل سنتين·discussIronic how moat is a metaphor based on a defense that has been useless for... I dunno... 200 years? A moat is great until warfare changes.Maybe thats the point. A moat is your "rent seeking runway", a capacitor that you can draw on while you reinvent yourself or die.
moatel·قبل سنتين·discussNvidia mid or long term has no moat. It has to keep innovating. Groq are coming for them. AWS are coming for them. TSMC are in a country that could be at war in the next 10 years.Guess thats a spicy take :)