>unlike Google openAI has no moat what was Google moat? >and there's already ten potential competitors. Competition eliminates profit and AI is being commodit

>unlike Google openAI has no moat what was Google moat? >and there's already ten potential competitors. Competition eliminates profit and AI is being commoditized faster than pretty much anything else. we're discussing NVDA. Where are its competitors? ChatGPT having 10 competitors only makes things better for NVDA. >Competition eliminates profit Competition weeds out bad/ineffective performers which is great. History of our industry is littered with competition taking out bad performers, and our industry is only better for that. Fast commoditization of AI is just great and fits the best patterns like say PC-revolution (and like it i think the AI-revolution wouldn't be just one app/user-case, it will be a tectonic shift instead).