How Things Can Change for the 800lb Gorilla in Tech
The Cloudcast
Parallels Between AI Momentum and the Internet Boom
This chapter explores the evolving AI landscape by comparing it to the internet boom of the late 90s and early 2000s, particularly focusing on NVIDIA's pivotal role in the tech industry. The discussion emphasizes historical precedents like Cisco's rise and fall, raising questions about the sustainability of NVIDIA's dominance amidst emerging challenges.
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