CUDA
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 8, 2023 by Sharon Zhou · said 40 times in 12 episodes since 2015 · across every show →
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brought up most by Matt Turck (27), Viral Shah (2), Todd Mostak (2), Stephen Balaban (2), Bryan Catanzaro (2), Wes McKinney (1), Richard Socher (1), Dylan Patel (1)
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2026 27 mentions in 5 episodes 5 per episode
- Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- Cerebras CEO: Why GPUs Can't Do Fast Inference
- Inside Nemotron & NVIDIA’s AI Lab | Bryan Catanzaro
- The GPU Myth: State of AI Compute 2026 | Stephen Balaban
- When AI Improves Itself | Richard Socher (Recursive)
- every mention in 2026, scene by scene →
2025 3 mentions in 1 episode
2023 4 mentions in 2 episodes 2 per episode
2021 1 mention in 1 episode
2017 4 mentions in 2 episodes 2 per episode
Everything said about CUDA, oldest first
Nov 8, 2023 bullish
Jun 18, 2026 positive
Balaban: NVIDIA's real software moat is cuDNN, not just CUDA
“One of the big moats they've got is just The QDNN stack. It's not just CUDA. It's, you know, CUDA is sure. That's like the water we all swim, but like CUDNN has got so many, you know, matrix multiplication, routine optimizations baked into it.”
Jul 23, 2026 bearish
Feldman: Nvidia CUDA lost 70% of frontier AI model training market share
“I think two years ago every state of the art model was trained in a Cuda flow. And right now, Gemini is trained without Cuda. Anthropical is trained without Cuda. Open AI as strange as could. So in a one or two year period, they lost 70% share. Of training mod…”