[mook]

AMD also doesn't understand that CUDA got big because they worked on cheap consumer cards; once things were working people got interested in expensive specialized cards. Their stack is still focused on the high end only, but there's no ecosystem to support it.

[rcleveng]

To me, this is the most important point and what AMD is missing out from their current strategy. I can take an off the shelf, easy to get 4070 or 4080 and use it with CUDA to learn.

AMD's strategy for people wanting to learn, is basically no strategy.

It's always been the software holding them back, still is, need to invest in the ecosystem and not just the things easy to justify as a revenue driver.