So $NVDA must discourage dominance at consumer facing layer (which is the way it is now) ..

they need to encourage alternatives by propping up the weaker players like Claude, encourage open source ...etc

1. competition (duh) - including subsidized chinese players. This requires constant monitoring but they're ahead at least a few years with various moats.
2. Value capture shift to user interface layer (ChatGPT/Gemini). as in ChatGPT captures all the value