Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
20 Apr 2022 Acquired Nvidia Part II: The Machine Learning Company (2006-2022)
“Scale economies, to me, is the biggest one that pops out to the extent that you have lock-in to developing on CUDA, which I think a lot of people really have lock-in on CUDA, then that's major switching costs.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 20 Apr 2022
- Publisher
- Acquired
Transcript context
…Right. Very few other players have access to the capital and the market that NVIDIA does to make this type of investment. They're basically just competing against AMD for this. Totally agree. Scale economies, to me, is the biggest one that pops out to the extent that you have lock-in to developing on CUDA, which I think a lot of people really have lock-in on CUDA, then that's major switching costs. Yup.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.