alt Hacker NewsGenuine question. Given that LLMs are supposed to allow us to rewrite anything, and I am an LLM believer, what I don't understand is: how does CUDA continue to be a moat in a world where LLMs can rewrite entire software development stacks? If NVIDIA is right about AI, isn't this same technology going to erode the software side of this same software moat?
Replies
gr_norm • today at 2:54 AM
Indeed. Now, given that CUDA is apparently not being usurped, update your priors.
ceehex • yesterday at 11:23 PM
well done you realised no one knows what they are talking about
It seems like path dependent lock in to me and a risk/reward calculation.
What do you gain by not using CUDA vs what do you risk?