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This is a repeat of the early GPU era.

It's not the software or hardware that will "win" the race, it's who delivers the packaged end user capability (or centralizes and grabs most of the value along the chain).

And end user capability is comprised of hardware + software + connectivity + standardized APIs for building software on top + integration into existing systems.

If I were Nvidia, I'd be smiling. They've been here before.



Nvidia: just as the sun starts setting on crypto mining, the foundation model boom begins. And in the background of it all, gaming grows without end.


If you've got a choice, sail your ship on a rising tide! And if you can spread the risk over multiple rising tides, so much the better!

My dad told me a quip once: "It's amazing how much luckier well prepared people are."




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