Can you tell us more? I’m curious to hear what is behind this implication.
A guess:
They both believe the product people focus on will commoditize. Tesla realized early that EVs without autonomy are a dead end for long-term dominance, just as NVIDIA believes models without infrastructure are a dead end for durable AI profits.
(Am I close?)
alt Hacker News
A guess:
They both believe the product people focus on will commoditize. Tesla realized early that EVs without autonomy are a dead end for long-term dominance, just as NVIDIA believes models without infrastructure are a dead end for durable AI profits.
(Am I close?)