Tweet by dok2001
May 30, 2026
@martin_casado A lot of this assumes gains keep coming from the same place. If the changes remain incremental, the spend is a moat. If they’re more revolutionary, a step function in hardware or training, today’s spend looks more like sunk cost.
- Author
- dok2001
- Date
- May 30, 2026
- Canonical URL
- /tweets/dok2001-2060828212091834449-ac2e7a