>The compute moat is getting absolutely insane. Is it? Seems like theres a tiny performance gain between "This runs fine on my laptop" and "This required a 10

>The compute moat is getting absolutely insane. Is it? Seems like theres a tiny performance gain between "This runs fine on my laptop" and "This required a 10B dollar data centre" I dont see any moat, just crazy investment hoping to crack the next thing and moat that.