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Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the Earth

Sharp Tech with Ben Thompson

00:00

The Future of Nvidia

The real long term threat to Nvidia is companies building their own. But what Nvidia will argue is like where is it worth actually investing right? It's all the effort you spent on building a data center instead of improving your product, he says. And so, relative to AMD, I think, and AMD by and large has looked to they haven't like once their chips get better they raise prices there.

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