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143. Are You Rich for Your Age? NVIDIA Hype and GOAT Inventions

Alfalfa Podcast

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Nvidia's Financials

I was underwhelmed significantly by, by their financials. Their margins are ridiculous. They sell hardware, but they have software level margins. Over time, in order to be good enough for consumers, these models will not need as much compute power over time. I do think there will be some innovation on the model front where they're like, we don't want to buy $50,000 chips or whatever the price point is,. And that innovation will take place and TSM will reach perfect competition sooner than later.

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