The more likely answer is that huggingface is where everyone collaborates on AI models. Nvidia owns the entire software stack (CUDA) and it's in their best interest to keep everyone in the open source community using their stack. Buy huggingface & get more control of future of the AI software stack... invest even more heavily into CUDA / software & the moat remains alive.

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i don't think they are going to get rewarded for doing the hard work, my opinion. hardware and energy should be good to go, the actual LLM like anthropic coming out seems like the smallest moat big company ever

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they're just trying to build a moat around their business model.

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SOUN doesnt really have a strong moat. wouldnt be hard to put them either out of business or at a very low amount of clientele

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RDDT is my safehaven. It’s sort of an ai play but mostly isn’t lol. No debt in the company, great moat full of fucking retards

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AMD: “our retail sales beat expectations!!” MU: “we cut retail because the data center buildout is giving us historical profit margins due to our oligopoly pricing. Oh yeah, we also just came out with some vertical packaging to widen our memory moat.” Market: Mwho? LFG AMD!!

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Ah, I’m a firm believer that ORCL gonna eat shit because there’s only like one /more/ incompetent CEO in the whole tech stack, software moat for B2B about to get a bunch of holes punched in it, and their AI buildout is a lot of lease agreements and not physical buildout. They’ll need intervention with these stats.

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