Comment by WarmWash
4 hours ago
>There is no moat besides that.
Compute.
Google didn't announce $185 billion in capex to do cataloguing and flash cards.
4 hours ago
>There is no moat besides that.
Compute.
Google didn't announce $185 billion in capex to do cataloguing and flash cards.
Google didn't buy 30% of Anthropic to starve them of compute
Probably why it's selling them TPUs.