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Rocketships and Slingshots

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Re: Rocketships and Slingshots

#21

Earlier quoted context omitted.

> BUT, slingshots don't work forever. Once the projectile is out of the slingshot, it's downward trajectory has already begun. You should read the article before you comment: "I don’t mean slingshots in the Dennis the Menace sense. Slingshots in the astrophysical sense." An object that uses an astrophysical slingshot maneuver will continue on its trajectory at the same speed and vector forever (Newton's first law).

I read the comment, maybe just not as carefully as you would have liked. Thanks for the clarification.

I would not have called you out except that you used the article to put in a barely related plug for your company.

Re: Rocketships and Slingshots

#22

No examples included of "hard earned technical moats". I'm a bit skeptical that these really exist, other than in a few extreme cases. A true technical moat requires secrecy and control of the talent pool. SpaceX comes to mind, Nvidia might be another example. I don't even think the current AI companies really have technical moats. It seems like the differentiator is just how much money they have to throw at compute.…

A well constructed patent wall makes a pretty good moat for some. See Qualcomm, 40 years in the game and 40 Billion in annual revenue. I have worked with companies (with a better mouse trap) trying to bring it to market. Very tough.

That’s a regulatory moat.
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