CUDA/OpenAI = F-35/nations: costly lock-in to single provider.
High optimization costs: CUDA (AI infra) vs. F-35 (training/maintenance).
Promised performance = heavy financial/logistical burden.
Monopolies: Nvidia/Lockheed control ecosystems, stifling competition.

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The metaphor is for NVIDIA/Open AI being the equivalent of the F-35 Lockheed Martin project. DeepSeek is the drone

Is it lock in though if deep seek is open source? Lots of models and stuff happening in the space. THat’s my naive sense anyway.

I do agree though that there is that vibe in the gobs of money with overprocessed over engineered perfectionist objectives though analogy breaks down a bit