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I don't really understand how CUDA is proper moat... You can scale software engineers much more readily than hardware supply chain. And basically for your own m
by Ekaros 2y ago
I don't really understand how CUDA is proper moat... You can scale software engineers much more readily than hardware supply chain. And basically for your own models, it should not be impossible to train your staff to use your layer instead.
- HDThoreaun 2y agoIm inclined to agree, I dont think it's a sustainable moat. But AMD and intel have been trying to break through and have had minimal success so far. Until someone actually releases a CUDA competitor that is used the moat exists.
- Ekaros 2y agoCritical thing here in my mind it is not so much general moat, but lot of individual moats. Each of these companies investing billions can build their own. Easily. So most probable end result is that we end up with multiple competing alternatives all with their own vendor lock ins. And general public might be lucky to get one or two options.
- xnyan 2y ago>it should not be impossible to train your staff to use your layer instead. First, it's the classic chicken and egg problem. Why would you invest in a CUDA alternative when you're going to be using nvidia hardware anyway? Second, something can be not impossible but still quite difficult. As AMD and Intel have shown, creating a GPGPU API for your hardware that people want to use is not a trivial task and to date have not managed to do it. Lastly this must just be differences in our experiences with cooperate management, because mine has been that in general they would always prefer to spend on stuff over headcount if said stuff reduces the headcount required.
- tester756 2y ago>You can scale software engineers much more People do not scale.