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moatel
searching PlanetScale…
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by
moatel
2y ago
At 10:31 does it print "man man man"?
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by
moatel
2y ago
Ironic how moat is a metaphor based on a defense that has been useless for... I dunno... 200 years? A moat is great until warfare changes. Maybe thats the point. A moat is your "rent seeking runway", a capacitor that you can draw
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by
moatel
2y ago
Nvidia mid or long term has no moat. It has to keep innovating. Groq are coming for them. AWS are coming for them. TSMC are in a country that could be at war in the next 10 years. Guess thats a spicy take :)