211–220 of 379 posts
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Watch out, different jurisdictions have different 'anti-trust' laws. And, especially in common law jurisdictions, interpretations of a law can also change over time.
Who's this warning for? Do we have any budding monopolists in the HN crowd who need the warning?
Somehow I wish it weren't true because I hate monopolies in any markets. Nvidia has been enjoying their absurd premium on consumer and production GPUs and intentionally removed the NVLink capability in the GeForce 4090 series (3090 had them) to avoid cannibalizing their A100 and H100 business. With NVLink, people could chain multiple GPUs and increase the overall VRAM without much reduction in bandwidth. But without…
https://www.tomshardware.com/news/nvidia-makes-1000-profit-o...
Somehow I wish it weren't true because I hate monopolies in any markets. Nvidia has been enjoying their absurd premium on consumer and production GPUs and intentionally removed the NVLink capability in the GeForce 4090 series (3090 had them) to avoid cannibalizing their A100 and H100 business. With NVLink, people could chain multiple GPUs and increase the overall VRAM without much reduction in bandwidth. But without…
This has been running wild on the Internet. If anything Nvidia has arguably earned less premium in the consumer market with most of the initial R&D cost being amortised with their AI / datacenter chips.
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I’m not sure I would bet an ads/spyware company with admittedly deep deep pockets would beat a specialized hyper focused company at its core business, especially as they have deeper pockets now with 30 years of experience in the sub sector. If Nvidia were wandering in the desert like Cisco I could believe it. But Nvidia isn’t, and I don’t believe Google, Amazon, or others will beat Nvidia at their own game. (Given my…
TPU is a thing and well competitive already for a long time?..
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This is a silly take the two largest companies are headed by non founder MBA grads. Each who grew their respective companies ~10x.
Meanwhile I'm of the opinion that Google started it's slide downhill during Larry Page's time as CEO. Somewhat ironically, I think Google's brightest days had Eric Schmidt (MBA, "adult in the room") as CEO. This isn't to say MBAs are always a good thing either, and certainly Google isn't a typical example.
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I understand the sentiment. But the only reason you're mad at Nvidia is because they made something desirable (a GPU that does NN training) but didn't do it in the way you prefer (NVLink, Linux compatibility etc). It's not their fault AMD and others have been asleep at the wheel and handed them the whole market for free. Any company with a monopoly on the hot new thing would try to capitalize on it. When the other GP…
I don’t have hard evidence of this, which makes it a thought experiment and not an assertion. Big-cap tech is utterly notorious for some of the worst anti-trust violations and other cartel-style behavior of any sector. This goes back as least as far as “Wintel” in the 90s and probably further that I didn’t watch up close. Suffice it to say that the Justice Department is extremely disincentivized to go after domestic…
Earlier quoted context omitted.
Watch out, different jurisdictions have different 'anti-trust' laws. And, especially in common law jurisdictions, interpretations of a law can also change over time.
Who's this warning for? Do we have any budding monopolists in the HN crowd who need the warning?
> Antitrust is not against monopoly, but monopoly "abuse".
So this might be true about anti-trust in the US right now. But I'm not sure whether it's true about ant-trust law in eg France?
Also, in practice this was not true about anti-trust law in the US historically: Standard Oil was smashed into pieces without anyone proving in court that consumers had been harmed, or that the monopoly had been 'abused'.
See eg https://fee.org/articles/the-myth-that-standard-oil-was-a-pr... and https://www.econlib.org/library/Enc/Antitrust.html
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Who's this warning for? Do we have any budding monopolists in the HN crowd who need the warning?
Maybe for not lawyers like me who pretend to be expert in everything :|
But no worries: in a democracy we expect ordinary people to have some interest in the laws, after all, they are supposed to be electing people who decide on how laws should be changed (or not). So layman need to talk about laws, too.
I'm just always a bit cautious (or at least I should be). I know that eg in the US insider trading is about stealing secret from your employer; but in eg France insider trading is about having an unfair advantage over the public.
I can image that there are jurisdictions that treat monopolies by themselves as a problem. (Perhaps France, again?)
Btw, for the US herself have a look at https://fee.org/articles/the-myth-that-standard-oil-was-a-pr... to see how the prototypical case against Standard Oil wasn't really about monopoly abuse, either. At least no one really bothered proving that a monopoly was abused, they mostly just assumed it.
Hmm, AMD is worth 55B, and somehow almost keeping up. I'd consider that a success. I do think it's a bit sad they have basically no representation in the AI market though. Whenever it's about AI it's Nvidia all the way.
AMD's market cap is 278B Not sure where you got 55B
Huh, I see what you mean. Either I’m reading the numbers wrong, or wiki just doesn’t have that info and I plucked a random one out of the list.