It's interesting that CUDA is a moat because if AI really was as good as they cl... | Hacker News

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		2OEH8eoCRo0 4 months ago \| parent \| context \| favorite \| on: Alibaba's new AI chip: Key specifications comparab... 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 4 months ago [–]

Exactly. The whole argument that software is a moat is at best a temporary illusion. The supply chain is the moat, software is not.

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