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23min chapter
Episode 504: Socrates Didn’t Whiteboard
Software Defined Talk
Navigating the NVIDIA Market Landscape
This chapter features a speaker reflecting on their decision to sell shares in NVIDIA, discussing investment strategies and the importance of understanding market motivations. The conversation explores the future of technology and AI, highlighting the implications of foundational models and the caution needed around AI advancements. Additionally, themes of capitalism, proprietary innovation versus open-source technology, and a critique of NVIDIA's management style are examined in the context of market performance.
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