tc (@sprtn): "The real question is, which one has deeper moat? Nvidia or OpenAI?"

Make money doing the work you believe in

tc

Sep 11, 2025

Super Tan’s Newsletter

The real question is, which one has deeper moat? Nvidia or OpenAI?

Sep 11

at

2:39 AM

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts

Make money doing the work you believe in

Log in or sign up