> I can't actually say NVIDIA is in the position they're in due to luck They aren't, end of story. Even though I'm not a scientist in the space, I studied at

> I can't actually say NVIDIA is in the position they're in due to luck They aren't, end of story. Even though I'm not a scientist in the space, I studied at EPFL in 2013 and researchers in the ML space could write to Nvidia about their research with their university email and Nvidia would send top-tier hardware for free. Nvidia has funded, invested and supported in the ML space when nobody was looking and it's only natural that the research labs ended up writing tools around its hardware. I don't think their moat will hold forever, especially among big tech that has the resources to optimize around their use case but it's only natural they enjoy such a headstart.