Ben Bajarin· @BenBajarin · X·· 4 天前AI 评分33
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护城河其实是供应受限。网络终将走向更多垂直整合。少数已经做到这一点的公司处境更优。
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Moat was a supply constraint. Networking inevitably moves to more vertical integration. A few already there are better positioned.
If $LITE really accepts the $MRVL merger offer, it'll be proof that its moat was vastly overstated by many analysts There's no way they'd agree to this if they had the dominant position many have been claiming they do在 X 查看被引用的帖子
来源：Ben Bajarin · x.com