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A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
ChinaTalk
Jensen's Slow and Strategic Reign
Jensen has been methodically shaping the world over the last 20 years, in a contrast to Elon Musk's more impulsive and eccentric approach. While Elon's behavior has been consistent in its eccentricity, Jensen's calculated and strategic planning sets him apart. He is seen as a visionary akin to Steve Jobs, delivering solutions that surpass market and hyperscalers' comprehension.
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