Tag: investing
15 notes
- 🌰 AI Is a Tailwind Not a Moat in Services Roll-Ups
- 🌰 AI Application Layer Squeeze - Pressure From Both Sides
- 🌰 CPU Bottleneck - The Hidden Constraint on AI Scaling
- 🌰 EUV Lithography as the Binding Constraint on AI Scaling
- 🌰 Workflow Grit as Vertical AI Moat - The Messier the Market the Deeper the Defensibility
- 🌰 CUDA Programmability Moat - Why Flexibility Beats Optimization
- 🌰 Two Exponentials - AI Capability vs Economic Diffusion
- 🌰 AI Is an Industrial Bubble, Not a Financial One
- 🌱 AI Stack Value Accrual - Chip, Infra, Intelligence, App
- 🌰 Circular Financing as a Bubble Signal in AI
- 🌰 Full Stack Down vs Full Stack Up - Two Directions for AI Application Vertical Integration
- 🌰 Grow 10 or Earn 40 - Two Paths for Mature Software Companies
- 🌱 Inference Cost Collapse and Frontier Model Margin Expansion
- 🌱 TAM of Intelligence is Infinite
- 🌰 Three Waves of AI Opportunity - Unhobbling, Physical Interface, Robotics