What's the a Plus Case?

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Dennis: What do you feel would be an a plus scenario for the company, regardless of the investment case? David: One big one is that they continue their incredible dominance. And there what are they growing like 75 % or something year over year in the data center. Dennis: You just have to kind of bet that because they had tho developer attention, because they now have the relationships to sell into the enterprise, they're just going to continue to be able to their own innovation.

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

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.