Embarrassingly Parallel

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Vidia has never charged a dollar for kuta. But anyone can download it, learn it, use it. Source and proprietary, exclusively to envidias hardware. Open sal is sort of the main competitor at this point. They do actually let open sal applications run on their thips but nothing in cuta is available to run elsewherea a. It's so great. So now you can see, this is just like apple. And it's h apple business model. Apple gives away all of this sing platform ecosystem that they built to developers,. Then they make money by selling their hardware for very, very healthy gross margins.

By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a highly speculative platform with few clear use cases and no obviously large market opportunity. And then... a miracle happened. A miracle that led not only to Nvidia becoming the 8th largest market cap company in the world, but also nearly every internet and technology innovation that’s happened in the decade since. Machines learned how to learn. And they learned it... on Nvidia.

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Links:

Ben Thompson’s great Stratechery interview with Jensen
Linus Tech Tips tests an Nvidia A100
Episode sources

Carve Outs:

The Expanse short story collection, Memory's Legion
Sony RX100 point-and-shoot camera

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