What Richard Rumelt thinks about education
Strategy scholar and author of Good Strategy/Bad Strategy (2011) and The Crux (2022); taught for over four decades at UCLA's Anderson School of Management, earlier an engineer at JPL.
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1 dated position, 2026, in their own words. Our reading of what Richard Rumelt has said — not written or endorsed by them.
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Their wordsSo what does Nvidia have that is so special? It has CUDA, the language that most AI runs on. CUDA has two decades of software libraries and developer tools. Graduate schools teach it. It has kernel-level optimizations so that Nvidia’s GPU is the thing you use to test out your new idea at 6 p.m. The Nvidia chip is the castle inside the CUDA moat.
↗Chokepoints and Moatsrumelt.substack.com 1st of 2 in this piece