Doesn't your own deployment story kind of argue the opposite? If standing up one model still takes hours of cold starts and flag tuning across different layers, the moat was never CUDA. It's years of failure modes that live in the heads of people who built this stuff. AI writing the code is the easy part.
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Doesn't your own deployment story kind of argue the opposite? If standing up one model still takes hours of cold starts and flag tuning across different layers, the moat was never CUDA. It's years of failure modes that live in the heads of people who built this stuff. AI writing the code is the easy part.