1000 engineers don’t automatically crank out 50x more code than 20 engineers. But GP is just saying there are a lot of subcomponents involved that each need major engineering effort dedicated to them.
I see it less as an engineering problem and more as a market problem. AMD stuff has existed, it’s the market that doesn’t see a point in it, and at this point, even feature parity or CUDA compatibility for that matter won’t make a huge dent. People will just keep using what they know and are recommended.
It’s more amazing to me that NVDA is so intensely inflated by this LLM hype wave. I find it genuinely scary to think about what’s going to happen when 95+% of AI slopware startups fold. Nvidia won’t be the only company financially impacted. Our entire economy runs on fads.
I see it less as an engineering problem and more as a market problem. AMD stuff has existed, it’s the market that doesn’t see a point in it, and at this point, even feature parity or CUDA compatibility for that matter won’t make a huge dent. People will just keep using what they know and are recommended.
It’s more amazing to me that NVDA is so intensely inflated by this LLM hype wave. I find it genuinely scary to think about what’s going to happen when 95+% of AI slopware startups fold. Nvidia won’t be the only company financially impacted. Our entire economy runs on fads.