Comment on Nvidia's moat is not what it used to beComments−sebzmichaud5moCodegen is clearly lowering the cost of getting things to run on different hardware the real moat is everything around it: stability, tooling, all the weird infra edge cases.
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Codegen is clearly lowering the cost of getting things to run on different hardware the real moat is everything around it: stability, tooling, all the weird infra edge cases.