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Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the Earth

Sharp Tech with Ben Thompson

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The Importance of Nvidia's CUDA Software Layer

There is tremendous massive to Ben's point market pressure to break sort of the Nvidia lock for there to be anyone sort of available. That's why Nvidia's CUDA software layer is so important because if you want to hire someone that can program this stuff you're going to find someone familiar with CUDA then is familiar with other tools or whatever it might be now by and large. I think it I don't really know the answer to this question because there's been a shift sort of abstraction up the stack of fair bit where most of the companies are probably going to be built on top of large language models.

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