4 ms·
It's lack of anti-trust laws and (more importantly) enforcement that allow companies to corner the market. nVidia and ARM should be worried about competition fr
by feoren 3y ago
It's lack of anti-trust laws and (more importantly) enforcement that allow companies to corner the market. nVidia and ARM should be worried about competition from OpenAI and Google: that's the good kind of competition that we want. If only "hardware companies" are legally allowed to make hardware, that increases their moat, not decreases it.
Let's instead go back to when we actually enforced the anti-trust laws that we have. That was nice.
- ysavir 3y agoWould OpenAI be competing with them, though? If they just manufacture their own and use their own, but don't sell them, then nVidia and ARM are just losing a client, not getting competition. Ideally what we would see is OpenAI investing in a new but independently operated chip manufacturer that makes chips to their standards. Though is it also possible that a chip of such standard would be so specialized that it wouldn't be usable by others? I'm not a hardware person, so that's a genuine question.
- JumpCrisscross 3y ago> If they just manufacture their own and use their own, but don't sell them, then nVidia and ARM are just losing a client, not getting competition. That's competition. Apple Silicon completes with Intel at an ecosystem level.
- ysavir 3y agoI'm very hesitant to define competition as "can't sell to them because they make theirs in house". Losing a sale isn't competition. Competition is someone threatening to take your clientele from you with their own offering. Apple can afford to design and use its own chips, but they're in a pretty unique position to do so. It's not like every other consumer of their chips is going to say "hey, if it's that easy, I'll do it too".