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"Hardware is the only moat" - Should we buy new hardware now or wait?

Via r/LocalLlama
Friday, May 8, 2026 · 4:09AM
Summary

"Hardware is the only moat". I read that quote yesterday, and at first, I thought it was just another person trying to sound smart on Twitter. But after the latest Anthropic + xAI developments, I’m starting to believe it. Open source will probably win in the long run, and even xAI seems to have real

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