Then all software moats become shallow

fragmede · 2026-09-28T22:27:17 1790634437

Fortunately for Nvidia, they sell hardware and give away software.

tybit · 2026-09-28T22:43:24 1790635404

Yes, but specifically they sell hardware at absurd margins, and lock people in via their software ecosystem.

fragmede · 2026-09-28T22:45:44 1790635544

Keep going... extrapolate out further. There's a conclusion you beley will be true, but haven't fully thought through why that conclusion must be true if CUDA is no longer the moat it once was.

homosapien97 · 2026-09-29T00:50:47 1790643047

I have no idea what you are saying, please speak plainly

vlovich123 · 2026-09-29T03:40:05 1790653205

I believe just like now the software moats become as deep as your pockets can throw money and resources to build your moat just as now.