
Remaking the UI for AI
AI + a16z
Nvidia's Stronghold and Potential Disruption
One school of thought suggests that Nvidia's current dominance is temporary due to overinflated margins caused by supply chain issues, with the belief that other companies will eventually figure out how to replicate Nvidia's technology using abundant resources like sand. However, a contrasting view highlights the unique needs of AI training, emphasizing the robust software infrastructure and developer experience that Nvidia has been investing in for over a decade. This perspective argues that Nvidia's established position is challenging to disrupt, with its developer ecosystem being a significant competitive advantage.
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