精选70Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)行业动态
CUDA护城河脆弱，中国团队转向CANN
I have argued myself that CUDA is a moat, but it's a fragile one; a tensegrity m…
I have argued myself that CUDA is a moat, but it's a fragile one; a tensegrity moat. It relied entirely on Nvidia hardware being available in China at scale for top 2-3 teams. You *could* have "everyone talented stays in Jensen's shed, CANN stagnates" condition. No longer true.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力