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Comment by geor9e

3 days ago

If it's a question about entrenched corporate dysfunction, I can't answer it. Most people's answers are wild guesses at best.

If it's a question of first principles, there is a small glimmer of hope in a company called tinygrad making the attempt - https://geohot.github.io//blog/jekyll/update/2025/03/08/AMD-...

If the current 1:16 AMD:NVIDIA stock value difference is entirely due to the CUDA moat, you might make some money if the tide turns. But who can say…