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novaRom • today at 6:51 PM • 1 reply • view on HN

Classical monopoly (or duopoly) requires a moat. This is the moat they build. Everyone will just rent centralized intelligence - that's a promise to investors.


Replies

spwa4 • today at 7:32 PM

Yeah, but the key here is: the moat is not AI at all! The moat is they're buying all new computers (the key components). Every last one. So you can't buy one, you will be renting one, at seriously increased prices.