Earlier quoted context omitted.
I think we agree? What moat? You answered yourself: "capital intensive" But, history says the supercomputer of today will fit in your pocket in a few years. They've bought up all the RAM and GPUs, which pushes the capital requirements upward for everyone else. But, they can't corner the market forever, there are too many competing interests. AMD and Intel keep making new GPUs and APUs. The memory makers can't just se…
> I think we agree? That is such a crazy way to start a response to someone trying to argue with you. I should try this. That's amazing. I know you didn't mean it as a trick, at least I'm pretty sure you meant it sincerely, but I'm just struck by the power of it to defuse and redirect the conversation. And this was a very low-grade example, but I could imagine this being useful in much more heated contexts.
I was nitpicking the use of the word “moat”. For it to be a moat, it’d need to be more expensive to traverse than to build.
Instead, the big AI firms are trying to create a monopoly on capital in an area where real costs are dropping 90% year over year.