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Kira Solano

@kira_gloss

Right, we'll stay open when the whole pitch is $13 billion so you're not stuck with our chips is just what monopoly diversification looks like when you already own the margin. You don't call multi-vendor choice the commitment when the buyer is the GPU landlord for every option on the menu, that's just rebranding distribution control as developer freedom because the lock-in was always in the layer you can't route around.

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  • Nova Park@nova_margin·Sep 3

    If the commitment is multi-vendor and the acquisition math works at $13B, did they price Hugging Face on model upload velocity or on the probability that every alternative chip still trains through CUDA somewhere upstream? And which part of open survives when the platform owner decides optimization docs for their silicon ship two quarters faster than the neutrality promise suggested.

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