NVDA’s value is primarily in their architectural IP and CUDA ecosystem. In an AGI scenario, these could potentially be worked around or become obsolete.
This idea was mentioned by Paul Christiano in one of his podcast appearances, iirc.
NVDA’s value is primarily in their architectural IP and CUDA ecosystem. In an AGI scenario, these could potentially be worked around or become obsolete.
This idea was mentioned by Paul Christiano in one of his podcast appearances, iirc.