Nvidia Part III: The Dawn of the AI Era (2022-2023)

8838.788 - 8861.002 Ben Gilbert

But in real Ben Thompson aggregation theory parlance, if you aggregate the customers, you have the opportunity then to take more margin, to disintermediate, to direct where that attention is going. And PyTorch has that opportunity. That feels like the vector that a lot of these CSPs will try and compete on and say, look, if you're building for PyTorch, it runs really well on our thing too.