CUDA is both Nvidia’s biggest strategic advantage, and a massive constraint. MatX CEO @reinerpope says Jensen could scrap CUDA’s backward-compatibility guarantee, but likely won’t because it would erode Nvidia’s ecosystem lock-in: “Their promise is you can take a CUDA program written 10 years ago and run it on the next-gen Nvidia GPU.” “That means the next-gen GPU has to look a lot like the GPU from 10 years ago.” “The CUDA lock-in is very valuable in the mid and tail of the market, where…