Nvidia Waves and Moats | Stratechery by Ben Thompson

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[@platoscavealum902]

Thank you

[@PEANUTGALLERY81]

Wow….while I am a subscriber to Asianometry but I never expected the plug in the end. I know I shouldn’t feel surprised but I guess I’m just human in thinking that the 2 channels I follow thousands of miles away happen to know each other.
Honestly, Nvidia profiting off CUDA felt justified to me because it was a fruit of thankless labor that started 15-20 years ago….long before AI started becoming a buzzword - starting from AlexNET as stated by Jensen.
Having said that, I feel a better analogy of CUDA and GPU compute would be to x86 and the Windows ecosystem. x86 was the instruction set that, no matter how inefficient, had built up a lead, and had tons of libraries built up. Windows was also the platform of choice for many of these libraries and Intel+Microsoft built up a commanding market share thanks to it. It does feel like Nvidia is learning the lesson from from Intel/MS and not getting complacent. Nobody can really predict if Nvidia’s effort will be enough to build another moat, but at least they’re giving as good a shot as they can. Every other player just needs to hope that they can be the next ARM and Nvidia….

[@platoscavealum902]

ℹ️