technical moat
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 7, 2025 by Jordan Fisher · across every show →
Everything said about technical moat, oldest first
Oct 7, 2025 positive
Fisher: Technical compute optimization offers startups a competitive advantage for 1-2 years
“So I think this is like a place where if you're interested in the technical details, you can have a competitive advantage, at least for the next year or two because capacity is really going to matter, right? You know, often from a product perspective, I like t…”