Automotive, Is It a 300 Billion Dollar Part of the Dam?

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Vidia is trying to break into the $300 billion automotive market. The company makes commodity components that auto makers buy and then put in there. It's like a, what is the antipones that google makes? Pixleit's exactly like tha pixleit's here. i suspect that shifts will happen more often over time.

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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Links:

Ben Thompson’s great Stratechery interview with Jensen
Linus Tech Tips tests an Nvidia A100
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Carve Outs:

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

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