IMO, yes a lot of the "nvidia pays lots of people to make non-portable, tightly coupled backends to open source projects" is potentially going to be less of a moat?
(Though it could turn into "nvidia pay lots of people to use LLMs to make non-portable, tightly coupled backends to _even more_ open source projects")
(Though it could turn into "nvidia pay lots of people to use LLMs to make non-portable, tightly coupled backends to _even more_ open source projects")