[lukas221]

the moat always has been and will be compute

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

[worldsayshi]

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?

[lukas221]

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

[worldsayshi]

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?