StockDuty Jun 14, 2026 07:03 AM ET
CatalystTech/AI

NOW THAT AI OVER LONG HORIZON CAN WRITE BETTER CODE THAN PPL AS LONG AS PERFORMANCE CAN BE TESTED & VALIDATED, CUDA MOAT IS GONE.

NOW THAT AI OVER LONG HORIZON CAN WRITE BETTER CODE THAN PPL AS LONG AS PERFORMANCE CAN BE TESTED & VALIDATED, CUDA MOAT IS GONE. ALIBABA/QWEN TEAM RECENTLY DEMONSTRATED THIS W/ M890 CHIPS & 3.7 WROTE THE KERNELS FOR IT. SINCE BYTEDANCE IS DESIGNING MULTIPLE CHIPS FOR ITS OWN USAGE, IT CAN EASILY USE AN IMPROVED SEED MODEL TO IMPROVE KERNEL TO SUPPORT MOST EFFICIENT TRAINING & INFERENCE OF SEED MODELS. THIS IS IN FACT A GAME CHANGER FOR ALL NEW CHIP DESIGN FIRMS. IF SOFTWARE MOAT IS MADE IRRE
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