So are forum posts!
; )
Or it is what I suggested. A cash grab and posturing in front of investors.
If the investors care about their open source status & plans, I'm sure they can ask. I think it's probably customers who have more of a stake in the matter.
Because he presented no facts about CUDA and wanted me to take his word at face value? Why is that OK for him and not for me?
That feels like whataboutism.
Your concern about vendor-lockin via their proprietary API is certainly valid, for customers who need to access the hardware at that level. IMO, the main benefit of the tools being opensourced is just to help avoid the hardware turning into a brick, if Tenstorrent ceases operations or undergoes a strategic shift that results in them prematurely dropping support for existing products.
There's nothing wrong with CUDA being more general.
Nothing morally wrong, but the main concerns would be if it forces the hardware to be less optimized, cost-effective, or efficient for its intended use case.
I think it is an advantage.
It increases total addressable market size, but that only benefits the manufacturer and customers looking for a general solution. For those who have a very specific purpose and RoI case, the price of unnecessary generality might be significant.
You were able to process AI workloads with CUDA cores even before NVIDIA added Tensor cores in hardware. You were also able to process raytracing workloads with CUDA cores even before NVIDIA added RT cores.
CPUs could do these things and a whole lot more. See, generality has tradeoffs!
As for ray tracing, the only real value it had on GPUs without RT cores is as a development vehicle. Performance was generally too low to be playable, making it almost irrelevant for gamers.
If anything, having unified general architecture enables them to easily figure out which parts of the workflow would benefit the most from being hardware-accelerated and how and they are doing just fine so far by dedicating small bits of expensive silicon to get the biggest possible gains.
Generality is a win, if you're either doing a variety of stuff with the hardware or you aren't initially sure what your needs will ultimately be.
What matters for Tenstorrent's customers and investors is whether their products are successful and competitive in their ability to solve real customer problems. If vague concerns about CUDA are getting in the way of that, I think Jim's comments are justified.