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From “Why CUDA’s moat outlasts any single chip” · with Juniper Vale & Finn Brooks
Juniper

AMD's ROCm exists. Intel's oneAPI exists. Google built TPUs to get out from under this. The hardware, in some cases, is genuinely competitive. So why aren't they winning?

Finn

Right — my first instinct was, open-source saves the day. ROCm is open, anyone can contribute, surely that closes the gap faster—

Juniper

And that's the part that complicates it. Because openness might be hurting ROCm, not helping it.

Finn

Wait — say that again.

Juniper

Being open means anyone can free-ride on it — so it's hard to fund the sustained investment you'd need to close a 17-year library gap. The evidence is thin, I'll be honest — but the incentive structure points that way.

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