NVIDIA's open source pivot via acquisitions
The discussion framed NVIDIA's reported acquisitions of Hugging Face and Poolside as a strategic move to own the open-source AI distribution layer.
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The Callback
Amazon's in-house chips as a cost differentiator
23 weeks between these two statements.
Then
The discussion framed NVIDIA's CUDA software platform as a substantial competitive moat, acting as the de facto operating system for AI that runs in every cloud.
THE COMPOUND AND FRIENDS · 17 MAR 2026 · 18:00Open in Zortix →
Now
The discussion framed NVIDIA's reported acquisitions of Hugging Face and Poolside as a strategic move to own the open-source AI distribution layer.
ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 29 AUG 2026 · 2W AGO · 29:18