@tunguz True
Bojan Tunguz@tunguz
Given enough compute, all moats are shallow.
1:20 AM · Jul 4, 2026 · 82.7K Views
Mikhail Parakhin and Elon Musk argue abundant compute is actively eroding traditional AI technological moats
Story Overview
Shopify CTO Mikhail Parakhin and Elon Musk are weighing in on how easy access to large-scale compute is flattening the old edges that used to protect top AI labs, with the result that only small hardware differences now separate leaders from the pack.
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Open Question
An Older Rule of Thumb Surfaces
Parakhin recalled the industry line that a 20% compute gap once decided champs from everyone else, yet no fresh data or sourcing backs how widely that figure was actually used.
FYI
Musk's Input Remains Lightly Traced
The headline credits Musk with endorsing the view, but exact wording or timing of his contribution sits outside the immediate posts, so the depth of his agreement stays unclear.
Sentiment
Users are divided on Elon Musk's agreement that abundant compute weakens tech moats, with some endorsing how it breaks old power structures and enables competition while others reject the claim as false or shallow.
Pos
35.7%
Neg
64.3%
22 comments with sentiment.
Cluster Engagement
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VIEWS9.6KBOOKMARKS18LIKES72REPLIES3
Mikhail Parakhin@MParakhin
Unfortunately, close to being true. We used to say: “The difference between the champs and the chimps is 20% compute”.
Bojan Tunguz@tunguz
Given enough compute, all moats are shallow.
6hViews 9.6KLikes 72Bookmarks 18
RETWEETS2
Mrs. Levi A'Ten Thunderbolt II@LeviThunderbold
@elonmusk @tunguz the Sacred Scriptures describe something even more sinister, but options "a" and "b" guarantees a continuation...
8hViews 7Likes 1
Adam Lowisz X Meetup 🇺🇸🇵🇱🇪🇺🇬🇧🇺🇦@AdamLowisz
@elonmusk @tunguz Given enough compute and robotics, even colonizing the universe becomes a shallow moat using Von Neumann probes.
8hViews 377Likes 4Bookmarks 1
Andrew Ruscoe ⚽️@AndrewRuscoe
@elonmusk @tunguz It's True it's damn True was said by @RealKurtAngle Mr Musk
8hViews 698Likes 1
Rise-Raise@rise_raise_ai
@elonmusk @tunguz Just enough compute
8hViews 65Likes 2
Ryan Tanaka@RyanTanaka
@elonmusk @tunguz TERAFAB x MACROHARD = ♾️💸
8hViews 297Likes 3
Gingerqq91@gingerqq91
@elonmusk @tunguz July the fourth be with u. have a good sleeeeeep😘🫶🌔
8hViews 26Likes 1
Endrina Pavlić@EPavlic
@elonmusk @tunguz True. xAI is demonstrating exactly this by scaling the world’s largest AI training clusters at record speed — abundant compute is the ultimate leveler.
8hViews 55Likes 2
Adele Wallace@Ctrent63
@elonmusk @tunguz I agree with you elon
8hViews 37Likes 2
Jay@JasonMyer
@elonmusk @tunguz I still don't understand how we can make longer videos faster that don't cost an arm and a leg to produce. Maybe I'm just poor and I don't want to spend the credits.
8hViews 26Likes 2
…@Usernameoo123
@elonmusk @tunguz I agree. More compute breaks old power structures and lets new smart people compete and win for everyone.
8hViews 67Likes 1
Koky@KokyDog
@elonmusk @tunguz True. Add robotics and self-replicating systems, and even making life multiplanetary becomes a shallow moat.
8hViews 18Likes 2
fietry@0x1mhen
@elonmusk @tunguz Im first
8hViews 44Likes 1
Tee Kudos 🐾@Tee_Kudos
@elonmusk @tunguz True
8hViews 40Likes 1
Tony@TonyL_01
@elonmusk @tunguz Happy 4th of July America! 250 years. Happy Independence Day
8hViews 37Likes 1
Jack@jacktrumpjr
@elonmusk @tunguz 100 Ordinal Punks - minted within the first 650 inscriptions on Bitcoin. Paying homage to @cryptopunks, created with PunksNotDead open-source algorithm
https://opensea.io/collection/ordpunks
8hViews 35Likes 5
2341REAL兄弟6四八九福蝠社会@CGTNHong
@elonmusk @tunguz 我的脑婆绝对不是考试吧 还是把宽带必须耐心解释 试试看上课还是郭德纲 才能参加宣讲先进事迹
8hViews 32Likes 1
Getchetti@GetchettiLFF
@elonmusk @tunguz Very
8hViews 30Likes 1
McCarthy Was Right@MoreMcCarthyism
@elonmusk @tunguz Lets go....
8hViews 29Likes 1
@Bwire@Olayo Jnr@antony_madison
@elonmusk @tunguz False
8hViews 29Likes 1
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