Moat
also referred to as: moats
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 14, 2023 by Tanmay Bhat · across every show →
Everything said about Moat, oldest first
May 14, 2023 negative
Feb 24, 2026 neutral
Amodei: Amdahl's law dictates AI will shift enterprise moats to unaccelerated tasks
“If you have a process that has many components and you speed up some of the components that haven't yet been sped up become the limiting factor. They become the most important thing. And, you know, you might not have thought about them at all, right? You might…”