3 ms·

the fact that NVDA has a larger market cap than basically all other chip manufacturers combined is hilarious. big TSLA energy here

• candiddevmike 3y ago
  IMO, NVDA is in a similar position to VMware among practitioners--folks hate their pricing and will gladly jump ship to whatever is cheaper with feature parity. They've burned their brand by charging so much and doing licensing fuckery to squeeze as much as possible. Folks are only staying because CUDA has no equivalent (for now).
  • intelVISA 3y ago
    > Folks are only staying because CUDA has no equivalent (for now). Tempting, you know...
  • paulmd 3y ago
    > folks hate their pricing and will gladly jump ship to whatever is cheaper with feature parity. ... Folks are only staying because CUDA has no equivalent (for now). ah yes, consistent long-term delivery of realized customer value, the shakiest of moats
    • candiddevmike 3y ago
      When most folks are using CUDA indirectly via library abstractions, swapping it out eventually becomes easy and their moat fades away. CUDA alternatives are innovating pretty fast, and the ever present threat of TPUs and things like Apple's Neural Engine aren't helping them. They should've been building better partnerships and giving more margin away for integration and OEM instead of being greedy. But that wouldn't have juiced their short term profits.
      • st380752143 3y ago
        >> CUDA alternatives are innovating pretty fast What's the alternatives?