硅基立场
Silicon Star's long interviews with AI founders, first-hand on technical bets and company calls
Deep reads here2 / 32 episodes
Cadence~1 every 14.2 days
Latest2026-09-24
TopicsAI & Tech
PriorityT2
1:42:55硅基立场
0924
The fatal wound in custom AI outsourcing: capabilities accumulate in people, not corporate moats
Custom AI outsourcing embeds capabilities in individual people, who disperse them when they leave; real moats can only accumulate in the enterprise's own model weights.
8 Points
8 Quotes
Enterprise AIFDE
1:02:04硅基立场
0811
Nvidia backs open source: thriving open-source ecosystems fuel its compute business
While selling GPUs, Nvidia invests heavily in open-source frameworks and models: as model ecosystems diversify and deployments spread globally, compute demands grow, making open source a business flywheel—not mere technical idealism.
8 Points
8 Quotes
Open sourceNvidia