Is There an A+ Outcome for Nvidia?

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Do you need to believe that the real world ai use cases are going to happen? I'm wrestling with whether that is something you have to believe, or whether that's optionality. How much more ai is going to be baked into all the stuff we do in the digital world? And will and vidia continue to be at the centr of that? I don't on ov great weita ascess. But yes, they're an interesting point right now.

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.

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Ben Thompson’s great Stratechery interview with Jensen
Linus Tech Tips tests an Nvidia A100
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The Expanse short story collection, Memory's Legion
Sony RX100 point-and-shoot camera

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