I'm sorry but I think this has more to do with looming anti trust legislation and the threat of being broken up than a sincere analysis of moats. Especially with the FTC's announcement on Meta yesterday, I'm seeing lots of folks say we need to come down hard on AI too. This letter's timing is a bit too convenient.
I'm sorry but I think this has more to do with looming anti trust legislation and the threat of being broken up than a sincere analysis of moats. Especially with the FTC's announcement on Meta yesterday, I'm seeing lots of folks say we need to come down hard on AI too. This letter's timing is a bit too convenient.
Cynical rant over