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It's interesting that CUDA is a moat because if AI really was as good as they claim then wouldn't the CUDA moat evaporate?
by 2OEH8eoCRo0 1y ago
It's interesting that CUDA is a moat because if AI really was as good as they claim then wouldn't the CUDA moat evaporate?
- random3 1y agoExactly. The whole argument that software is a moat is at best a temporary illusion. The supply chain is the moat, software is not.