alt Hacker NewsIf anyone other than NVIDIA has a moat, they for sure never talk about it
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Schiendelman • yesterday at 3:10 AM
Generally, a moat is equivalent to anticompetitive power in some way. It's never a good idea to say "we have a moat".
If anyone other than NVIDIA has a moat, they for sure never talk about it
Generally, a moat is equivalent to anticompetitive power in some way. It's never a good idea to say "we have a moat".
NVIDIA doesn't have a moat either. Everyone and their uncle is working on or acquiring ASICs for LLMs.
You could say they have a consumer market moat but all it takes is for a Cerebras to release a USB-C plug-and-play appliance.