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stephc_int13 • yesterday at 11:34 PM • 3 replies • view on HN

Jensen Huang made mistakes that gave opportunities to his enemies. But the bigger mistake was his incredible greed, he should have been a happy supplier of an extremely valuable product, and accept competition and that his quasi-monopoly was only transient. But he wanted the entire cake for himself.

Greed and hubris. I think the turbulences will be painful to some, especially those who counted on Nvidia stock to finance their retirement.

But, big picture, this is good news.


Replies

martinald • yesterday at 11:52 PM

But they don't have a monopoly. Their marketshare is sinking, down to perhaps 45% of estimated TSMC CoWoS supply next year (down from close to 70% last year).

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breakyerself • yesterday at 11:48 PM

Not a monopoly. 3dfx is going to drop the voodoo 6 soon