The Parallels Between Nvidia and Cisco

I feel like the world is grossly underexposed AI still. Nvidia in particular is funny that you bring up 2021 because I feel the parallels like almost exactly right and Nvidia feels to me like Cisco in that era. But one of the large differences though is that like Cisco like Cisco is ultimately vulnerable to competition in a way that Nvidia isn't in the near future. It's interesting to start looking if you want to play AI I think it's start interesting to look beyond Nvidia.

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