CUDA, every mention

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Verbatim, from the transcripts: the passages where CUDA comes up

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▶ 1:21 unnamed speaker Somebody clearly made this video just because they're enthusiasts of Fast and the Furious, and then, uh, the semi-analysis team was able to quickly recontextualize that to be about, uh, Jensen's answer on, uh, NVIDIA's moat, and the CUDA…
▶ 2:45 unnamed speaker Uh, but once the AI boom kicked off, the CUDA ecosystem significantly sped up development of AI systems and training of AI models. 5 times in the scene
▶ 21:37 unnamed speaker Uh, clearly, uh, with, with all of this backdrop and just the idea of more chips and maybe the CUDA ecosystem being something that you can work around, uh, can an American fab 2 times in the scene

▶ 9:48 Turner Novak The X-AVI moat is not as strong as the CUDA moat, but there's still this like dynamic of, of NVIDIA and ARM are going up against Intel and AMD in the same way that, uh, different GPU makers are going up against the CUDA moat. 2 times in the scene

▶ 3:54 unnamed speaker Uh, the better argument might just be dependent on a functional TSMC fab, but, uh, there is, there are benefits to the CUDA ecosystem and to the, the idea that whatever models get built there will be applicable here.

▶ 27:14 unnamed speaker The, the Ben Thompson line was something like, ah, he's, he's okay selling chips because he wants dependency on the NVIDIA ecosystem, CUDA, but he would ban, ah, lithography tools from going to China, and I'm always, I've, I've been…

▶ 17:39 unnamed speaker They are asking, is this potentially the end of the CUDA moat? 2 times in the scene

▶ 1:31:43 Delian Asparouhov For sure, some of it propped up by like CUDA and they're like, you know, sort of software side of the house, but like NVIDIA is the one that is performing the best of all of those.

▶ 1:20:21 John Coogan Is there something that's coming down the pipe that could disrupt the NVIDIA GPU monopoly, the CUDA ecosystem, or even the

▶ 26:53 John Coogan Cuda as an industry standard, which is the language that you use to write software to run on the GPU in parallel. 4 times in the scene
▶ 1:11:01 John Coogan Just, just really explain to me, like, you know, minor improvements in CUDA.

▶ 1:27:09 John Coogan Like, I know that Jane Street is advertising on Dworkesh Patel's podcast trying to recruit, I believe, CUDA engineers and machine learning engineers.

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