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a_wild_dandan • today at 1:07 AM • 1 reply • view on HN

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.)


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internet2000 • today at 1:21 AM

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.

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