Several emerging companies today show moat-based innovation potential in sectors undergoing structural change:
Cerebras / Graphcore – pursuing AI compute architectures beyond Nvidia’s GPU model, with proprietary chip designs tailored for large-scale models.
Rocket Lab (RKLB) – building recurring launch + satellite services, positioning as the “AWS of space.”
Solid Power (SLDP) – solid-state batteries with IP in safety and energy density, potentially transformative for EV adoption.
Oklo (OKLO) – compact nuclear reactors that could offer decentralised, carbon-free baseload power, though regulatory hurdles are heavy.
Groq / Sambanova – innovative AI accelerators challenging incumbents with differentiated architectures.
On timing: I agree—recognising inflection points matters more than simply holding 15 years. Nvidia’s “iPhone moment” came when CUDA + AI workloads converged; Tesla’s was Model 3 scaling; Palantir’s was enterprise adoption beyond government. Without conviction at those moments, a long hold alone would not guarantee outsized returns.
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