Vertically integrated monopolies naturally have aligned in incentives for themselves, which allows more capture which turns out bad for customers. Whether it is a monopoly is an open question.
>Vertically integrated monopolies naturally have aligned in incentives for themselves, which allows more capture which turns out bad for customers.
Apple's devices have resulted in a great increase in quality of life for myself and family members who used to waste a lot of time with Windows drivers/BSODs/random updates/malware/etc.
It's been almost 20 years, and it's turned out OK.
This isn't vertical integration. This is a commoditize your complements play and that does benefit customers. Nvidia benefits from supporting the open model ecosystem, if models are a commodity the gpus become what's scarce.
Someone with financial / decision making weight their is going to ask why they are commoditizing models that run on "others" GPUs .... Since doing that makes their gpus less of the scarce resource..
Oh, I totally agree, this alone is not vertical integration, but can be a path too it, long term being able to vertically integrate undercutting others that would be on top of the chain then retracting the open model.
