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Investing in Hardware Companies and the Challenges of Competition
This chapter explores the difficulties and risks of investing in hardware companies, specifically in relation to startups competing against established players like Nvidia. It also discusses the differences in investment strategies between venture capital and private equity firms, and highlights the funding status of companies as a key factor in attracting investors. The chapter concludes with a mention of In Fabrica, an AI chip startup focused on enhancing chip utilization in data centers.