The speaker highlights the misleading nature of comparing revenue to the amount spent on Nvidia chips, emphasizing that it is a short-sighted view. They discuss the paradigm shift brought by AI, stating that the impact is still not fully understood and that focusing solely on immediate monetization overlooks the transformative potential of the technology.
Nvidia has ridden the AI wave all the way to the top of the public markets, exceeding the market cap of Apple and Microsoft to become the world's biggest company for the first time. NLW discusses what it says about the state of AI in public markets.