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Vertically integrated monopolies naturally have aligned in incentives for themselves, which allows more capture which turns out bad for customers. Whether it i
by rileymat2 21d ago
Vertically integrated monopolies naturally have aligned in incentives for themselves, which allows more capture which turns out bad for customers. Whether it is a monopoly is an open question.
- vmg12 21d agoThis isn't vertical integration. This is a commoditize your complements play and that does benefit customers. Nvidia benefits from supporting the open model ecosystem, if models are a commodity the gpus become what's scarce.
- tehbeard 21d agoSomeone with financial / decision making weight their is going to ask why they are commoditizing models that run on "others" GPUs .... Since doing that makes their gpus less of the scarce resource..
- rileymat2 21d agoOh, I totally agree, this alone is not vertical integration, but can be a path too it, long term being able to vertically integrate undercutting others that would be on top of the chain then retracting the open model.
- lotsofpulp 21d ago>Vertically integrated monopolies naturally have aligned in incentives for themselves, which allows more capture which turns out bad for customers. Apple's devices have resulted in a great increase in quality of life for myself and family members who used to waste a lot of time with Windows drivers/BSODs/random updates/malware/etc. It's been almost 20 years, and it's turned out OK.