Xiaoyin Qu(@quxiaoyin):Let’s cut to the chase. There were three moats for frontier labs: talent, data, and compute. - With RSI, talent moat is all AI. It’s gone. - Data vendors sell the same data. Only having your own application gives you unique data. - Compute = energy, data center permits, Jensen Huang The truly unique thing is your own data. So if you give Harvey compute, they are in a better position than labs, right? So we should invest in: 1. application companies with access to constant stream of unique data? 2. Huang and his (new) competitors 3. Providers of unique energy supply 4. Anything that unblocks more data centers 2-4 are all hardware. 1 is the only investable software. Tell me where I’m wrong.

2026.09.19 09:29

Let’s cut to the chase. There were three moats for frontier labs: talent, data, and compute. - With RSI, talent moat is all AI. It’s gone. - Data vendors sell the same data. Only having your own application gives you unique data. - Compute = energy, data center permits, Jensen Huang The truly unique thing is your own data. So if you give Harvey compute, they are in a better position than labs, right? So we should invest in: 1. application companies with access to constant stream of unique data? 2. Huang and his (new) competitors 3. Providers of unique energy supply 4. Anything that unblocks more data centers 2-4 are all hardware. 1 is the only investable software. Tell me where I’m wrong.

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