>So, incredibly small market share while your competitors already have the first-mover advantage and nailed down the ecosystem?Exactly. This x100. It was easy for Nvidia to succed in the LLM market by winging it, in the days when there was no LLM market, so they had the greenfield and first mover advantages.
But today, when Nvidia dominates the mature LLM market, Intel winging it the same way Nvidia did, won't provide nearly the same success as Nvidia had.
Ferruccio Lamborghini also built a successful sports car company by building tractors and cars in his garage. Today you won't be able to create a Lamborghini competitor with something you can build in your garage. The market has changed unrecognizably in the mean time.
