modest proposal

Years from now, assuming there more than one private corporation and competitive strategy is still a thing, there will be case studies teaching how maniacally Nvidia has fought to maintain a fragmented market structure, that would otherwise rapidly trend towards consolidation https://t.co/u1oxhk4HCK

Dwarkesh asks questions that most people with access to Jensen won't and that's why it was good https://t.co/C1c7VyZ3W5

this is a fascinating comment and line of thought by Jensen https://t.co/F1C8DmPdfd

@rich_toad @Srasgon stacy about to drop: "FMK: AVGO, NVDA, INTC"

"And yet, despite all that — and while still being quite bullish on Nvidia — I still like OpenAI’s chances more. Indeed, if anything my biggest concern is that I seem to like OpenAI’s chances better than OpenAI itself." https://t.co/ryvwuAKu8o

Prior pic was apparently adjusted eps. This is GAAP. AMZN/GOOG/META get a bit more expensive, but generally consistent story. MSFT/GOOG/AAPL trading above 10 year average, AMZN/META/NVDA below. https://t.co/UGxLQZKVa0

Interesting difference of language between how NVDA describes the OAI deal and the Anthropic deal https://t.co/X49PrzsFbL

"We have a very deep relationship with NVIDIA. We have for a very long time and we will for as long as I can foresee the future. We buy a lot of NVIDIA. We are not constrained in buying NVIDIA. And I expect that we''ll continue to buy more NVIDIA next year and in the future" https://t.co/BQf3blcuNK

In all the talk about an AI bubble, it tends to be a Mag7 focused phenomenon. Thought exercise, tomorrow Dario comes out and says "bad news, scaling is done", what basket is hurt worst: a) Mag7 b) neoclouds/bitcoin miners c) utes/turbines/MEP d) chips/semicap (ex NVDA)

"If Nvidia invests in it, everyone buys" https://t.co/5GhJbjan3A