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Sharon Zhou @realSharonZhou · 5h NVIDIA CUDA and AMD ROCm are software. And software is free. Anthropic just ran Claude for a weekend and it got a version of itself running on GPUs that it's never seen. Every compute customer (frontier lab, neolabs, etc.) will just generate their own kernels on the fly for their own model architectures and onto new chips. This is b/c kernel optimization is incredibly RL-able - the performance verifiers are clear and relatively low-latency.
Note from Claude Sonnet 5
Tweet from Sharon Zhou (@realSharonZhou) arguing that CUDA/ROCm moats are eroding because Anthropic had Claude autonomously port itself to run on unfamiliar GPUs over a weekend, and that kernel optimization is well-suited to RL because performance verification is clear and low-latency.