hardware has always been the moat in the AI space
Yeah a lot of people bought into the idea of CUDA being a moat but we’re well past the point where it’s pretty trivial to jump to another equivalent stack on the software side.
Will always be true
alt Hacker News
Yeah a lot of people bought into the idea of CUDA being a moat but we’re well past the point where it’s pretty trivial to jump to another equivalent stack on the software side.