moatel·hace 2 años·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·hace 2 años·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 :)