I always like perspective on moat honestly. It seems to go back and forth, especially with a lot of the big tech companies training on their own new chips. Would love insight there.
That's exactly what Thursday's issue covers. The NVIDIA moat question is more nuanced than people think, especially with Google and Amazon pushing custom silicon. Stay tuned.
really great explanation here!!
Glad it landed. What GPU topic do you want me to go deeper on next, inference optimization or the NVIDIA moat?
I always like perspective on moat honestly. It seems to go back and forth, especially with a lot of the big tech companies training on their own new chips. Would love insight there.
That's exactly what Thursday's issue covers. The NVIDIA moat question is more nuanced than people think, especially with Google and Amazon pushing custom silicon. Stay tuned.
That's help me a lot to understand GPU
Happy it helped. What are you building that made you want to understand GPUs better?
it was really good!
Glad it hit. What's the GPU angle you'd want me to dig into next?