> how deep do you go? As far as gives you a competitive edge! For AI, to win you need better data and compute than your competitors. Going up the stack to con

> how deep do you go? As far as gives you a competitive edge! For AI, to win you need better data and compute than your competitors. Going up the stack to consumer devices seems like a somewhat speculative move, though I understand the underlying desire to secure a data moat. Going down the stack to chips makes a lot of sense; if you can secure an edge in compute efficiency then you will beat anybody that doesn't have substantially more data than you do.