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I have argued myself that CUDA is a moat, but it's a fragile one; a tensegrity moat. It relied entirely on Nvidia hardware being available in China at…
I have argued myself that CUDA is a moat, but it's a fragile one; a tensegrity moat. It relied entirely on Nvidia hardware being available in China at scale for top 2-3 teams. You *could* have "everyone talented stays in Jensen's shed, CANN stagnates" condition.No longer true.Sudo su: the smartest pushback i keep getti