Re:Berkshire Hathaway bought a $4.1B stake in Apple chipmake...
by ramesh31 on Tuesday November 15, 2022 @12:28PM
(#33612266)
Hard to imagine a bigger "moat" than SOTA chip fabs. Surprised it took Buffett this long to move into the space.
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Re:Berkshire Hathaway bought a $4.1B stake in Apple chipmake...
by adam_arthur on Tuesday November 15, 2022 @02:30PM
(#33613797)
It’s only a moat up until you fall behind. Intel had that moat once too