Oxide and Friends Is NVIDIA like Sun from the Dot Com Bubble?
Jun 27, 2024
Former Sun Microsystems employee Todd Gamblin joins the hosts to discuss whether NVIDIA is following a trajectory similar to Sun during the Dot Com Bubble. Topics covered include comparisons between NVIDIA and Sun, technical discussions on IO completion ports and RISC architecture, the evolution of computer processor industry, and the importance of adaptation and innovation in the tech landscape.
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Silicon Valley Housing Shortage in 2000
- Adam Leventhal and another intern faced housing challenges in Silicon Valley's boom of 2000.
- They almost resorted to sleeping in their office due to the difficulty in finding an apartment.
Stock Options Post Dot-Com Bust
- Adam Leventhal returned to school after his internship, graduating in 2001 amidst a changed market.
- His Sun Microsystems stock options, initially priced at $50, did not double as predicted.
Inflated Valuations and Future Expectations
- Public company valuations include future expectations, which can be inflated.
- Nvidia's steep valuation presents a challenge, similar to the dot-com boom's ludicrous valuations.