Exploring AI's Future: Network Effects and NVIDIA's Strategic Choices

Are we sure that the next big thing in AI is going to come from OpenAI, or even one of the big cloud providers with $Billions to spend? History tells us that it might come from someone smaller. 

SHOW: 864

SHOW TRANSCRIPT: The Cloudcast #864 Transcript

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WHERE DID THE CRITICAL “NEXT” INNOVATIONS COME FROM?

• Internet infrastructure (router) came from Cisco
• Web Browser / Web Server came from Netscape
• Mainstream Linux came from Red Hat
• Social Media came from Twitter, Facebook
• Cloud came from Amazon
• Smart Phone came from Apple
• AI came from ?? (OpenAI, NVIDIA) 
• What’s Similar? What’s Different?
• Funding, Founders, Market Competitors

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