[fbnbr]

idk feels a bit overstated. CUDA’s moat isn’t just writing kernels, it’s the whole ecosystem + hard earned perf intuition. AI helps write code but doesn’t replace that.

switching costs are def going down though, so CUDA feels more like the default vs the only option.

real moat is still ops. getting stuff to run is easy, getting it stable at scale isn’t. so yeah, not gone, just more like a tax now.