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NVIDIA Stock and AI Renaissance
GPT came out last week, we're thinking about the AI renaissance and how important AI is. The moment when it really hit me was when we were recording the LP episode that we did with Jale at Mutiny. I don't think they knew that the next year would make AI's developments as obvious as it has. But everybody who believed that AI was going to be this complete step change in the way that we use computers decided that buying NVIDIA at a very high price was the way to endorse that belief.