large capital investments

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 1, 2023 by Guido Appenzeller · across every show →

Everything said about large capital investments, oldest first

Sep 1, 2023 negative

Opinion

Appenzeller: Capital moats in AI are shallow speed bumps

“If that assumption is true, I think this means that the moat that's created by these large capital investments is actually not particularly deep, right? It's more of a speed bump than Then, you know, something that prevents new entrants.”

Guido Appenzeller Sep 1, 2023 ▶ 12:35 The True Cost of Compute

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large capital investments

Everything said about large capital investments, oldest first

Turn any episode into a week of clips.