CUDA
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 13, 2024 by Varun Mayya · said 15 times in 5 episodes since 2024 · across every show →
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brought up most by Raja Manickam (10), Somesh Dash (2), Varun Mayya (1), Umesh Padval (1), Sudarshan Kamath (1)
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2026 2 mentions in 2 episodes 1 per episode
2025 12 mentions in 2 episodes 6 per episode
Everything said about CUDA, oldest first
Apr 13, 2024 bullish
Mayya: AMD cannot compete with Nvidia's CUDA architecture for LLMs
“Everything in AI is going to require NVIDIA, and AMD is not, AMD is good, but it's not like, it can't compete with CUDA. It's good for consumer devices, right? But somebody building the next LLM, you're locked into Nvidia for the time being, right?”