Why can't large companies tap the investment market? E.g. they could sell bonds to fund it, borrow, etc.
The idea (not aiming at you here, you didn't say this) that senior leadership at AMD is unaware of NVIDIA's lead in this space, and haven't repeatedly considered whether to invest in competing, is absurd. Likewise the idea that anyone outside of AMD understands better than AMD does what it would take in terms of investment _and opportunity cost_, is also absurd.
Senior leadership at AMD isn't dumb. The fact that they're not doing something we want doesn't make them dumb, either. Again, not aiming at you with this little rant :)
In her area. We have no real info on how proficient she is in other areas like ML.
Lets try this with another company:
The idea that leadership at Lehmon Brothers is unaware of the fact that they are trading subprime loans is absurd! The leadership isnt dumb
The Idea that leadership at Being is unaware of safety issues with 737 Max is absurd! How could you suggest that anyone outside boesing understands better than they do the risks involved?
I think it's very clear with the benefit of hindsight that not investing enough into the software side of deep learning early on was a bad decision. But it was obvious to me even at the time and I said as much to anyone who would listen (e.g. seven years ago https://news.ycombinator.com/item?id=12258027)
I may not know better. But I know what I like.