Nvidia Is a Generational Company

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This company did what like 20 something billion in revenue last year, and is worth half a trillion dollars. God, it's just like a freak ind seed company pitch deck. If we just get one % of the market, that's all the greato. But this is a generational company. This is unbelievable. There is so much to admire here.

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
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Carve Outs:

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

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