4 ms·
If it's a question about entrenched corporate dysfunction, I can't answer it. Most people's answers are wild guesses at best. If it's a question of first princ
by geor9e 2y ago
If it's a question about entrenched corporate dysfunction, I can't answer it. Most people's answers are wild guesses at best.
If it's a question of first principles, there is a small glimmer of hope in a company called tinygrad making the attempt - https://geohot.github.io//blog/jekyll/update/2025/03/08/AMD-YOLO.html https://geohot.github.io//blog/jekyll/update/2025/03/08/AMD-...
If the current 1:16 AMD:NVIDIA stock value difference is entirely due to the CUDA moat, you might make some money if the tide turns. But who can say…