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How Nvidia Turned Developers Into a Partner Army
Description
In this episode, Lucas and Luna break down the partnership strategy behind Nvidia's dominance in AI hardware — specifically, how Nvidia built a developer ecosystem that turned thousands of independent programmers into unpaid evangelists. They examine the 2006 launch of CUDA, the pivot from gaming to AI, and the key decision to open-source key libraries. Lucas explains how Nvidia's 'developer density' strategy created a moat that competitors like AMD and Intel have struggled to cross. Luna pushes back on whether this playbook can work for other hardware companies. By the end, you'll understand why Nvidia's true competitive advantage isn't just the chip — it's the army of developers who optimise every new model for Nvidia first.