Is There a Margin to Be Had Here?

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Google makes a lot of money now on the play store and adds, right? And doou think the primary way that they monotize it is not having to pay other people to acquire the search traffic? Rit but, i mean, for lake partners, like if you are making, oh, asting from chips all the way up through hardware in the androideco system, i don't think you're make it. But like these things designed to sell for dirt cheap as end products like, there's no margin to be had here. A seta, maybe one of the primary, sort of a en Nvidia bear cases, idvidya bear cases, in vidia

By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a highly speculative platform with few clear use cases and no obviously large market opportunity. And then... a miracle happened. A miracle that led not only to Nvidia becoming the 8th largest market cap company in the world, but also nearly every internet and technology innovation that’s happened in the decade since. Machines learned how to learn. And they learned it... on Nvidia.

If you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!).

Sponsors:
Statsig: https://bit.ly/acquiredstatsig24
Vanta: https://bit.ly/acquiredvanta
Crusoe: https://bit.ly/acquiredcrusoe

Links:

Ben Thompson’s great Stratechery interview with Jensen
Linus Tech Tips tests an Nvidia A100
Episode sources

Carve Outs:

The Expanse short story collection, Memory's Legion
Sony RX100 point-and-shoot camera

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.