4 ms·
No it's not. There is a even a wikipedia page for it: https://en.wikipedia.org/wiki/Economic_moat https://en.wikipedia.org/wiki/Economic_moat A moat is protect
by rowanG077 5mo ago
No it's not. There is a even a wikipedia page for it: https://en.wikipedia.org/wiki/Economic_moat https://en.wikipedia.org/wiki/Economic_moat
A moat is protection so you can keep your ARR up or increase it over years. Arguably only google have a moat with their TPUs. NVidia has a moat. But the others who just train some models on NVidia hardware have no moat.