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mikeyouse
3 months ago
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The impact of competition and DeepSeek on Nvidia
Yeah, he's been talking about "economic moats" since at least the 1990s. At least since 1995;
https://www.berkshirehathaway.com/letters/1995.html
pillefitz
3 months ago
[–]
Nobody claimed it's a new word. Still, the frequency increased 100x over the last days, subjectively speaking.
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Search:
https://www.berkshirehathaway.com/letters/1995.html