| ASML | Can the company stop others copying what it sells? | a monopoly-like profit, kept by the company itself |
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| NVIDIA | Can the company stop others copying what it sells? | a moderate profit, kept by the company itself |
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| Broadcom | Can the company stop others copying what it sells? | a fat profit, kept by the company itself |
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| AMD | Can the company stop others copying what it sells? | a thin profit, kept by the company itself |
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| TSMC | Can the company stop others copying what it sells? | a monopoly-like profit, kept by the company itself |
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| Microsoft | Can the company stop others copying what it sells? | a fat profit, kept by the company itself |
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| Amazon | Can the company stop others copying what it sells? | a fat profit, kept by the company itself |
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| Alphabet | Can the company stop others copying what it sells? | a monopoly-like profit, kept by the company itself |
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| xAI | If it can be copied: does the company itself own something scarce that customers need in order to use it? | a thin profit, kept by the company itself |
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| Meta | If it can be copied: does the company itself own something scarce that customers need in order to use it? | a fat profit, kept by the company itself |
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| Palantir | If it can be copied: does the company itself own something scarce that customers need in order to use it? | a thin profit, kept by the company itself |
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| Anysphere | If it can be copied: does the company itself own something scarce that customers need in order to use it? | a thin profit, kept by the company itself |
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| Apple | If it can be copied: does the company itself own something scarce that customers need in order to use it? | a thin profit, kept by the company itself |
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| Databricks | If it can be copied: does the company itself own something scarce that customers need in order to use it? | a thin profit, kept by the company itself |
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| Micron | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to established firms that already own it; the company named can be one of them |
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| SK Hynix | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to established firms that already own it; the company named can be one of them |
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| Samsung Electronics | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to established firms that already own it; the company named can be one of them |
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| OpenAI | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to the platforms that own what its customers need |
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| Anthropic | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to the platforms that own what its customers need |
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| Periodic Labs | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to established firms that already own it; the company named can be one of them |
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| ElevenLabs | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to the platforms that own what its customers need |
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| Etched | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to established firms that already own it; the company named can be one of them |
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| Cognition | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to the platforms that own what its customers need |
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| Lovable | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to the platforms that own what its customers need |
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| Harvey | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to established firms that already own it; the company named can be one of them |
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| OpenEvidence | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to established firms that already own it; the company named can be one of them |
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| Chai Discovery | If it does not: does somebody else own that scarce thing? | a thin profit, judged to go to established firms that already own it; the company named can be one of them |
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| Oracle | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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| CoreWeave | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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| Nebius | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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| Fluidstack | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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| Scale AI | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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| Mercor | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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| Handshake AI | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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| Surge AI | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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| Baseten | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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| Fireworks | Otherwise: it is easy to copy and needs nothing scarce to reach customers. | competed away to users |
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