Nvidia's Future

Ben: I'm not sure how to think about Nvidia long term. The planning is that they mostly make the GPUs and tied in software to power most everything interesting on the Internet, along with some seriously high margins. Microsoft at least is looking to develop their own chips to get out of having to pay that margin are developing. Is something like CUDA actually hard enough to make hyperscalers pay up, or is the allure of capturing that extra margin to tempting? Ben: So, I'm sure am I just hopelessly backward on all of this. And I have a related question which is that as AI proliferates, I'm wondering whether Nvidia is going to become the most powerful company