ewgfdgdfgdf
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Comment · 2 years ago
Comment · 2 years ago
CUDA is a technology investment that gives Nvidia a moat, but there is nothing exclusionary about it, Nvidia invested in tooling years ago ... it will just take time for others to catch up.
Comment · 2 years ago
And let's not forget, this is a comparison between NVDA and AAPL.
It's not just a matter of NVDA's upside.
AAPL may have peaked, and, in light of the EU breaking up it's walled garden, may be on the way down.
Comment · 2 years ago
Given this attitude, the answer to your other comment:
https://news.ycombinator.com/item?id=40511726 "As a junior employee, I have no patience for your point. Going into office is one thing juniors can do about the "problem with the culture" so my stance stays the same until the so-called culture changes. In my experience, the number of seniors who complain sbout RTO and don't hoard knowledge is tiny."
... is that it is likely that nobody is hoarding knowledge, they're just avoiding you because you're unpleasant.
It's even dubiously legal in the US ... but there it would be a war of legal fund attrition and Nvidia has deep pockets.
Still - break it in France, give it away ... US laws go poof.
It's really just the ongoing development of the software ecosystem that gives them their moat ... but it's a good technical moat because they steer future dev and others play catch up.