[bigyabai]

> based on pure vibes

The tweet gives their justification; CUDA isn't ASIC. Nvidia GPUs were popular for crypto mining, protein folding, and now AI inference too. TPUs are tensor ASICs.

FWIW I'm inclined to agree with Nvidia here. Scaling up a systolic array is impressive but nothing new.

[foota]

Sure, but their company's 4.3 trillion valuation isn't based on how good their GPUs are for general purpose computing, it's based on how good they are at AI.