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Jensen Huang's Moat Is Dead. But He Has A Plan
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Eric brings Peter Diamandis's take that Nvidia's greatest moat, CUDA, is leaking now that AI can port code to any chip, and why Jensen bought Mellanox years ago to own the interconnect instead. They debate the three moats that survive: speed of reinvention, capital velocity and brand. Neil keeps brand, drops capital after Harry Stebbings' three rounds in three weeks, and…
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