The "CUDA is the moat" argument is kind of funny to me, because the AI Maximalists will say that AI is so revolutionary because it completely democratizes knowledge and puts all the established powers in the crosshairs and any average person can just log into an LLM and start pumping out workable code witha few prompts... EXCEPT for AI engineers, who will only learn or use this one specific piece of established software and there can be no other viable imitators or disruptors. I dunno, sounds like motivated reasoning to me that AI is going to be a revolutionary and disruptive technology for everyone else, but not for my sacred cows.