Engineering

ASML: big moat
TSMC: medium moat
Nvidia: small moat
OpenAI: no moat

Pedro Domingos

https://x.com/pmddomingos/status/1861516054058672314?s=46

creating and destroying; built flying cars & autonomous vehicles, now building /faust, more here: /july, web: july.rocks

Purple 🟣 #134
Building ScoutGame & CharmVerse.io

Love to talk about new ideas, build and use AI daily

Reminds me of this idea that you watch sports players, like football players - and you think wow this guy sucks

No, they don’t actually - they are the cream of the crop - it’s just that compared to their other peers they don’t plays as great but compared  to the general population they are exceptional

“No moat”*

*Disclaimer: (pending having multiple billions to setup similar infrastructure)