Nvidia's $NVDA moat isn't CUDA. It's a decade nobody was watching. Cerebras $CBRS CEO Andrew Feldman @andrewdfeldman says the real edge came from roughly 2000 to 2013, when Nvidia traded as an unloved public company that almost nobody believed in. Feldman told Uncapped with Jack Altman @jaltma that grit is still visible in Jensen Huang today, even running the most valuable company in the world. Feldman says he runs Cerebras @cerebras, his fifth startup, with the same mentality: "I'm a professional David in the battle with Goliath. And I wake up every day with that mentality." Our coverage of this episode covers what a culture-based moat means for modeling Nvidia's durability once the founder generation moves on. Source: Uncapped with Jack Altman -