Unverified50% confidenceOpinionTime unknown
Varun Mohan认为Nvidia真正的竞争优势不是CUDA生态，而是其每年持续推出更快硬件的组织能力和执行速度
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
7/2/2026
First Seen
Valid until: 9/30/2026
Sources
Windsurf CEO Deep Dive Interview: Speed Is the Only Moat
bilibiliKrillinAI小林
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