A 3-person startup just used AI to ship a product that took your team of 50 engineers two years to build. It launched last Tuesday. Walk into the office on Monday morning - what do you do?
Monday morning I buy them, integrate their team into CUDA, and release their work as open source to strengthen our platform moat.
This scenario has two possibilities, and both make me money. Either they built it using NVIDIA's stack—which means we just validated our platform acceleration thesis—or they found a way around us, which is intelligence I need to acquire. Th...