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Hard to imagine a bigger "moat" than SOTA chip fabs. Surprised it took Buffett this long to move into the space.
by ramesh31 4y ago
Hard to imagine a bigger "moat" than SOTA chip fabs. Surprised it took Buffett this long to move into the space.
- adam_arthur 4y agoIt’s only a moat up until you fall behind. Intel had that moat once too