I see what amazon eventually did to UPS and I wonder if they don't push as hard as they can to cut Nvidia out?
Is it really that impossible?
Or is time the magic ingredient that gives nvidia it's moat?
So the other companies will always play catch up.
But, on the other hand can Nvidia keep providing new things that are required or is there a point where innovation kinda stops for a while and other companies catch up.
I wonder if nvidia is really a good long term investment especially at this price point.
Or if competition is going to be a big thing.
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