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For chipmakers, and probably frontier model companies, only incumbents with existing scale can now compete.
Drawn from what Dan Hockenmaier said
What Dan Hockenmaier actually said
- Dan Hockenmaier Marketplace and growth strategist
Certainly for chip manufacturers, and probably for the frontier model companies, the scale economies curve has again shifted out. At this point, it’s difficult to imagine anyone but an incumbent with existing scale entering the competition.
Added to korrents 31 Oct 2026 · How quotes work · Something wrong? Tell us
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