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I'll leave it at this: no one that works in this area agrees with you or the lowbrow/peanut gallery "NVIDIA has no moat" takes. If that doesn't give you pause t

• roenxi 2y ago
  > no one that works in this area agrees with you or the lowbrow/peanut gallery "NVIDIA has no moat" takes. Can you source that? That seems like a hard claim to source. Everyone in the area agrees that they'd rather be using Nvidia hardware. I'd rather be using Nvidia hardware, indeed I switched to a Nvidia card. But that is not because I see Nvidia as having a long term defensible position, but because AMD's compute drivers on consumer cards appear to suck. It was implementation details and AMD's weaknesses, not Nvidia's strengths. Important details, but nothing that can be realistically called a moat and certainly not anything to do with CUDA itself. The issues were far more foundational. Honestly it'd be interesting to have some real expert takes on what the problem with AMD is, because the major one I'm aware of was geohotz's and he didn't get much further than I did. Blockers came up much deeper in the stack than CUDA. ROCm would have been good enough except that it was running on AMD kernel drivers.