On Betting Against NVIDIA’s plans

Investing in a SaaS company is usually not a bet against Google but betting on the next chip startup is often a bet against NVIDIA.

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Apr 30, 2024

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“Still to this day, if you ask founders, ‘Are you afraid that Microsoft might do what you’re doing?’ None of them are. It’s still not a threat to start-ups. Yes, it makes more money now, but it’s sti…

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