Can you please elaborate on why? He seemed like a luminary from what little knowledge I have. (Very well spoken, wide domain knowledge, obviously made the right bets, etc.)
Nvidia focused on gaming for 20 years, made a ton of bets that didn't pan out (self-driving cars, set-top boxes, streaming, etc) and made unforced errors (Arm acquisition attempt). Nothing hints at him being a visionary beyond wanting to diversify.
Nvidia benefited from the AI boom by being right place, right time. And just yesterday, Mythos ported itself to AMD cards, showing there's no moat.
Nvidia focused on gaming for 20 years, made a ton of bets that didn't pan out (self-driving cars, set-top boxes, streaming, etc) and made unforced errors (Arm acquisition attempt). Nothing hints at him being a visionary beyond wanting to diversify.
Nvidia benefited from the AI boom by being right place, right time. And just yesterday, Mythos ported itself to AMD cards, showing there's no moat.