4 ms·
They still have some of the best research talend in the world working there. And they have Microsoft providing them basically free, "almost" unlimited compute r
by jacksonzheng 3y ago
They still have some of the best research talend in the world working there. And they have Microsoft providing them basically free, "almost" unlimited compute resources. It's not what they have now, but their ability to make new stuff that's their "moat".
- wavemode 3y ago"ability to make new stuff", ha! Let's actually see the new stuff, then I'll believe it. I've seen too many first movers fail to differentiate themselves and eventually fall behind their competition to really believe that resources and talent alone constitute a viable moat. Some would argue they can even be a hindrance, if they render the company complacent and risk-averse.