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the moat always has been and will be compute

and we are fast approaching limits which will be hard to overcome - electricity, chips

Don't you think that we will eventually get more specialized hardware that will greatly improve efficiency? Running neural networks on GPU:s seem like quite wasteful?

we will, but data centers will compete for that hardware with retail consumers

Such competition will only turn into a moat of the hardware suppliers never manage (or choose) to fully adapt to increased demand?

But then the real moat should be on the hardware side anyway?

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