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Databricks Deep Dive with Tomasz Tunguz: AI, Data Catalogs, and Compute

"Company Breakdowns"

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Analyzing the Potential Decrease in Value of Nvidia and Market Dynamics

Exploring the competition from specialized chips like those from Google and Amazon that may diminish the relevance of high-performance GPUs for Nvidia, amidst the rise of small language models in enterprise applications. It also covers Nvidia's historical business fluctuation and its strategic focus on software and diversification to mitigate revenue instability.

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