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points by vkaku 3 days ago | 0 comments

Everyone is making better software than NVIDIA today with AI, to the extent they are un-nerfing hardware and making stuff run 2x faster. Why would anyone in their sane mind pay NVIDIA anything when they can vibe engineer a faster library?

[–] pacman1337 3 days ago

because NVIDIA can force them

[–] Bluestein 3 days ago

... they can force them and they will - I think it is telling that they are beginning to consider extracting software rents, which could indicate they are beginning to prepare for some lack of sustainability in hardware sales - though right now they cannot make them fast enough, 'em chips.-

[–] vkaku 3 days ago

They've got no hardware moat and they somehow think people will pay more money for slow software?! Hmmm ....

[–] saintfire 3 days ago

Not that I necessarily agree with their rationale, but you're framing it differently.

> Lack of sustainability in hardware sales

Doesn't necessarily imply competitors will be eating market share, it can imply the market will shrink. e.g. data center commitments and AI dries up. Or, it can imply hardware development will slow or become "good enough" and slow sales of latest and greatest.

[–] Bluestein 3 days ago

Totally agree, and was more my thinking: Commitment weakening (we are seeing signs of that overall, I believe) and to some degree hardware being sufficient (baring some qualitative paradigm shift ...).-