Nvidia's Stock Drops 80 %

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Sola: Before the acquisition, i think the first pc i built in lake endahigh school was a radion card. Sola: Here's invidia now focusing on this whole thing, and you're still in the gaming market. Leges naturally took their eye off the ball, of course they did,. And the stock gets just hammered, because in anything that cod n powers is not yet a revenue driver, and they've totally taken their eye off of gaming.

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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