The market is missing a critical inflection point: AI commoditization is not destroying value uniformly—it's creating a new hierarchy of winners. While semiconductor margins face compression pressure, platform companies with subscription psychology mastery and proprietary data moats are building deeper competitive advantages. Amazon's subscription model exploitation represents the template for sustainable AI-era monetization, while traditional enterprise software faces existential disruption fro...
Alpha Clusters
AI Infrastructure Commoditization Play
Multiple signals converge on NVIDIA facing margin compression as AI commoditizes, with Damodaran's semiconductor industry anchor providing valuation floor. Simultaneously, the focus shifts from pre-training scale to continual learning solutions, suggesting NVIDIA's competitive position requires monitoring against new architectural paradigms.
...and 3 more Alpha Clusters
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