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Nvidia Part II: The Machine Learning Company (2006-2022)
Acquired
The Market Didn't Know This for Years
In a world of zero marginal costs, that value accrues to those who help you nawigat the content. But someone has to make the chips and the soft ware so that they can do that effectively. The market did not realize this for years. We were the class of people working in tech as ventre capilists that should have. This was finally the market that enabled the building of scale and the building of technology to do this.
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