“nvidia has also partnered with ai cloud firms with revenue sharing taking circularity to a previously unseen level um i don't know uh sale and lease back all sorts of these financial deals these happe”
Alternative financing like $750,000 loans for neoclouds fuels a circular capital loop that funnels directly into Nvidia as the sole A100 supplier.
“I think that the app store as a moat has is being diminished by AI... the long tail of apps are no longer like a lock-in to the iPhone for me and I assume a lot of other people.”
Users are abandoning the single-purpose apps they relied on 5 years ago for AI chatbots, gutting the App Store monopoly that keeps them locked into Apple.
“He has one of the greatest telecom companies ever created, Global Satellite Network. theoretically over time, any person on the entire planet could have an internet connected, you know, SpaceX device ”
SpaceX just flashed a new phone prototype during its IPO roadshow, threatening to shatter Apple's moat by connecting the entire planet on 1 Starlink device.
“ASML and making lithography machines, that people don't even think about the possibility of like, what if there were other companies that could do what they do? ... And there are so many incentives fo”
Extreme supply chain concentration will shatter ASML's chip-printing monopoly as 1 massive bottleneck forces new competitors to build rival technologies.
“Today, TSMC and ASML are so completely dominant in their respective fields, TSMC and fabricating chips... I do think that as dominant as they are today, the seeds are germinating of their eventual dec”
Billionaire buyers like Elon Musk are vertically integrating and fabricating their own custom chips to bypass bottlenecks and break the foundry monopoly.