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Im 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 someo
by HDThoreaun 2y ago
Im 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.