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- How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost Baseten, Cognition, Deep Infra, AI and Cursor are seeing compounding value from NVIDIA’s software and open source ecosystem. https:/ /blogs.nvidia.com/blog/inference-software-lowest-token-cost/?
- lim coder ai kill 시스템 Where: Global tech ecosystem, dominated by consumer hardware/services moats vs. enterprise software volatility How: Apple via $100B+ FCF fortress, ecosystem lock-in (iOS/App Store), and R&D scale; Palantir via