Thread

1. LarsDu88 · 1790632413 · focus · HN ↗

   This was absurdly soon.

   I was also shocked by how quickly AMD acquired Talaas. AMD may be preparing for the next way (ultra fast inference, and embodied AI inference)

   1. ahartmetz · 1790632827 · focus · HN ↗

      AMD has acquired "AI stuff" for several billions at this point, yet somehow, doing "AI stuff" on their GPU/NPU stack still seems to be troublesome. Well, that is what I read from others anyway. Inference with llama.cpp on AMD GPUs pretty much just works.

      1. amelius · 1790633235 · focus · HN ↗

         I bet soon enough we can just ask AI to port stuff from CUDA to whatever language AMD is using. This is how nVidia will become a victim of their own success.

         1. fragmede · 1790634145 · focus · HN ↗

            And then what?

            1. nwah1 · 1790634378 · focus · HN ↗

               Then all software moats become shallow

               1. fragmede · 1790634437 · focus · HN ↗

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

                  1. tybit · 1790635404 · focus · HN ↗

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

                     1. fragmede · 1790635544 · focus · HN ↗

                        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.

                        1. homosapien97 · 1790643047 · focus · HN ↗

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

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