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People are saying that nvidia doesn't have any moat for 20 years. And nvidia hasn't been dethroned, but grown into the largest company in the world in the meant
by bmacho 11mo ago
People are saying that nvidia doesn't have any moat for 20 years. And nvidia hasn't been dethroned, but grown into the largest company in the world in the meantime.
- ethbr1 11mo agoBoth realities are true. They don't have a moat... because their moat is their performance growth rate. If they stopped today, competition would flood in. But by the time competition catches up to Nvidia today, Nvidia has moved several steps ahead.