I'm Pretty Sure if You Don't Build It, They Can't Even Possibly Come

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Ase he uses is, if you don't build it, they can't come. So wall street is mostly willing to ignore this. In two thousand six, two thousand seven, two thousand eight, the company still growing really nicely. Thet this great market cap run leading up to right before the financial crisis. A m d acquired iand they think they acquired it for, what, 6-7 billion dollars.

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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Carve Outs:

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

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