This reminds me of the database wire protocol debates. PostgreSQL-compatible databases (like Aurora, Neon, Supabase) achieve compatibility by speaking the Postgres wire protocol, but the truly successful ones don't just translate—they rebuild core components to leverage their own architecture (Aurora's storage layer, Neon's branching, etc.).

The article frames this as "CUDA translation bad, AMD-native good" but misses the strategic value of compatibility layers: they lower switching costs and expand the addressable market. NVIDIA's moat isn't just technical—it's the ecosystem inertia. A translation layer that gets 80% of NVIDIA performance might be enough to get developers to try AMD, at which point AMD-native optimization becomes worth the investment.

The article is essentially a product pitch for Paiton disguised as technical analysis. The real question isn't "should AMD hardware pretend to be CUDA?" but rather "what's the minimum viable compatibility needed to overcome ecosystem lock-in?" PostgreSQL didn't win by being incompatible—it won by being good AND having a clear migration path from proprietary databases.

Which LLM did you use to write this?