The CUDA moat is real, but probably not for long, says CEO of AI infrastructure platform Modal @bernhardsson. He says he's bullish on alternative accelerators over the 2-3 year timeline, even though there's currently zero demand from his customers for TPUs, etc. "The cost today of rewriting your software to run on those stacks is very high... But the cost is going to go down." "You're going to have software that basically lets you take CUDA-compatible stuff and run it on alternative…