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>There is a moat in compute platform (Nvidia, Cuda). Ironically if AI companies are actually able to deliver in terms of SWE agents, Nvidia's moat could start
by 0xDEAFBEAD 2y ago
>There is a moat in compute platform (Nvidia, Cuda).
Ironically if AI companies are actually able to deliver in terms of SWE agents, Nvidia's moat could start to disappear. I believe Nvidia's moat is basically in the form of software which can be automatically verified.
I sold my Nvidia stock when I realized this. The bull case for Nvidia is ultimately a bear case.