The chapter delves into the influence of generative AI startups on technology and work, focusing on Nvidia's pivotal position in this evolution. It also contemplates the challenges in assessing the value of companies like Nvidia amidst the evolving AI landscape and the prospects for AI to permeate various sectors in the coming years.
Nvidia has ridden the AI wave all the way to the top of the public markets, exceeding the market cap of Apple and Microsoft to become the world's biggest company for the first time. NLW discusses what it says about the state of AI in public markets.