CUDA - The Business Story

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N inquired, i think cota is like one of the great business stories of the last ten years. I mean, i'd say it's one of the boldest bets we've ever covered. But so were programmable shaders, and so was en Nvidia's original attempt to make a more efficient quadrilateral focus graphics. N red, those were big bets relative to the company's size at the time. But this bet is like an iphone sized bet. That's exactly what this is.

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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Ben Thompson’s great Stratechery interview with Jensen
Linus Tech Tips tests an Nvidia A100
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The Expanse short story collection, Memory's Legion
Sony RX100 point-and-shoot camera

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