No one is claiming that it's a bad move.

It's just an anti-competitive move that could be very bad for the consumer as it makes the inference market less competitive.

Dunno thought AGI would make everything obsolete and it's just around the corner? It looks rather like it dawns on everyone that transformers won't bring salvation. It's a show of weakness.

In a normal world, this is where Nvidia gets trust busted. But that's long behind us now.

What a business should do, sure. Businesses should - and do - do a lot of really shitty things because it benefits them but harms a lot of other things. I don't feel that it's a good justification to argue this way though.

In this case, removing a competitor, absorbing their IP, and maintain their ability to dictate the direction of an entire industry. They're hurting the industry itself by removing competition, since competition is good for consumers and also good for progression forward.

Businesses with a monopoly of some sort often stop innovating in the space and end up slowing the entire thing down. Often, they do their best to block anything and anyone that tries to do better, and effectively keep progress back in doing so, simply to maintain their position.

They're selfish self-preserving entities often driven by the same kinds of people, disregarding the harm they do in the name of profits and shareholder "value". Sure, until someone disrupts that (or they get bought out and dissolved).

The bottleneck in training and inference isn’t matmul, and once a chip isn’t a kindergarten toy you don’t go from FPGA to tape out by clicking a button. For local memory he’s going to have to learn to either stack DRAM (not “3000 lines of verilog” and requires a supply chain which openai just destroyed) or diffuse block RAM / SRAM like Groq which is astronomically expensive bit for bit and torpedoes yields, compounding the issue. Then comes interconnect.

There's this curious experience of people bringing up geohot / tinygrad and you can tell they've been sold into a personality cult.

I don't mean that pejoratively, I apologize for the bluntness. It's just I've been dealing with his nonsense since iPhone OS 1.0 x jailbreaking, and I hate seeing people taken advantage of.

(nvidia x macs x thunderbolt has been a thing for years and years and years, well before geohot) (tweet is non-sequitor beyond bogstandard geohot tells: odd obsession with LoC, and we're 2 years away from Changing The Game, just like we were 2 years ago)

This guy has the greatest dunning-kruger of all time. Lots of smoke and mirrors.