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CUDA

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Aug 18, 2026 by Ben Thompson · said 4 times in 3 episodes since 2026 · across every show →

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brought up most by Neil Movva (2), Rob Wachen (1), Ben Thompson (1)

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2026 4 mentions in 3 episodes 1 per episode

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Everything said about CUDA, oldest first

Aug 18, 2026 bearish
Opinion
Thompson: NVIDIA's CUDA moat is dramatically diminished for AI models
“CUDA's moat is dramatically diminished because the models don't care what they run on, and that's what actually matters, what's built on top of the models, but it still matters. It, it's still something of a mode.”
Ben Thompson Aug 18, 2026 ▶ 1:19:26 What Happens When the AI Boom Runs Out of Money · Invest Like The Best
Aug 25, 2026 negative
Opinion
Movva: Screening performance engineers for CUDA experience is a red herring
“I don't look for lots of AI experience. I don't look for, you know, CUDA experience at all. That's actually a huge red herring. I mean, CUDA as a concept or GPS as a concept have evolved so much in the last five years. There's no point asking for 10 years of e…”
Neil Movva Aug 25, 2026 ▶ 1:09:54 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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