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> Sometimes AI is the moat - if Bing has AI and Google does not, people might be using Bing more The issue is that LLMs are a commodity that anyone can integra
by scarface_74 2y ago
> Sometimes AI is the moat - if Bing has AI and Google does not, people might be using Bing more
The issue is that LLMs are a commodity that anyone can integrate into their product.
To your broader point at least, you’re right. RIMs stock price peaked in 2010. Three years after the writing was on the wall with the iPhone and Android.
Smart people knew that Intel was in trouble over 10 years ago as mobile was taking off. They were propped up for awhile by server sales and less so by PC sales. Now they are both moving to chips manufactured by TSMC.