Great first post! I’m very curious to see if/how Nvidia can maintain their current advantage in AI processing. They seem to have a stranglehold on the GPU market and, in the words of Chamath, “your margin is my opportunity.” Will they maintain their lead or will competition catch up? Will someone develop something better than GPUs? I doubt we will see a technological advancement past GPUs within the short time of 2025, but there’s plenty of upside for potential inventors to chase in order to do so.
At the end of the day, as long as the power distribution system feeding that AI infrastructure has an Eaton logo on it, I’m happy!
In my opinion, the biggest question mark on NVIDIA is whether Big Tech can maintain that level of investment (and potential grow it) for several years into the future. The investment in NVIDIA hardware represents unprecedented CAPEX and those companies are under pressure to general ROIC for these massive projects. The rubber has to hit the road - and if it does - buckle up, the future is here.
Nice! However, you are batshit crazy if you think Waymo is the big mover.
We’ll see - there’s still a lot to figure out in full self driving (even totally ignoring it’s current lack of capability in adverse conditions)
I just believe 2025 is a breakout year for them in the zeitgeist and in becoming “impossible to ignore” in the automobile industry.
Great first post! I’m very curious to see if/how Nvidia can maintain their current advantage in AI processing. They seem to have a stranglehold on the GPU market and, in the words of Chamath, “your margin is my opportunity.” Will they maintain their lead or will competition catch up? Will someone develop something better than GPUs? I doubt we will see a technological advancement past GPUs within the short time of 2025, but there’s plenty of upside for potential inventors to chase in order to do so.
At the end of the day, as long as the power distribution system feeding that AI infrastructure has an Eaton logo on it, I’m happy!
In my opinion, the biggest question mark on NVIDIA is whether Big Tech can maintain that level of investment (and potential grow it) for several years into the future. The investment in NVIDIA hardware represents unprecedented CAPEX and those companies are under pressure to general ROIC for these massive projects. The rubber has to hit the road - and if it does - buckle up, the future is here.