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I don’t think I’m betting against Nvidia. I’m betting against Nvidia being worth 3.3 trillion.
by bjornsing 2y ago
I don’t think I’m betting against Nvidia. I’m betting against Nvidia being worth 3.3 trillion.
- Der_Einzige 2y agoStill a bad bet. Their moat is deeper now than it was in 2022. The engineers you need to poach are all paid well over 1+ million USD per year now. The number of people capable of writing quality CUDA code to optimize transformer language models world-wide is likely less than 10000, and I'm being very generous. Nvidia holds a significant portion of that group, and some of the others you'll never find in the market at all since they hide behind discord profile pictures and mental illness.
- bjornsing 2y agoOnly reason that is hard is that CUDA is general purpose. You don’t need a graphics + GPGPU platform to run transformers. Nvidia is eating its own moat.