Nvidia's AI advantage is moving beyond the GPU

woadwarrior01

A very incoherent article. Reads like a Submarine[1]. [1]: https://www.paulgraham.com/submarine.html

epolanski

I don't think any company will be able to hold a significant monopoly in the space for the simple law of economics: high margins (especially combined with high absolute volumes) attract competition. And the wider the margins and volumes the more competitors have incentives in making gigantic investments.