$Advanced Micro Devices(AMD)$ AMD CEO Dr. Lisa Su recently expressed her views on the competitive landscape of AI at the 2023 Code Conference in Dana Point, California. She stated that she is "not a believer in moats when the market is moving as fast as this". This statement suggests that she believes that the field of AI is still open and fluid, and that competitors should not rely on the traditional concept of moats to protect their market share.
This view is in contrast to Nvidia's current position as the leader in AI. However, I believes that the next 10 years will be different from the last 10 years in terms of AI development, and that an open-source approach will benefit the industry by allowing for more collaboration and innovation.
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