Unverified50% confidenceOpinionExact time
Patel argues that the moat flywheel mechanism of leading labs works as follows: the strongest model generates the highest revenue, which is then used to lock in the scarcest compute; if the strongest model is shelved, this virtuous cycle may reverse.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
9/2/2026
First Seen
Valid until: 12/1/2026
Sources
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