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I said 10-20 years out because 10 years out, yes, it was starting to become obvious, but their journey started long before that. 10 years out is 2014.
by PH95VuimJjqBqy 3y ago
I said 10-20 years out because 10 years out, yes, it was starting to become obvious, but their journey started long before that.
10 years out is 2014.
- relativ575 3y agoIt wasn't obvious. Otherwise it wouldn't be a bet! Everyone and their dog would want to be deep in the game, like what's going on with LLM at the moment. Nvidia revenue and R&D budget has traditionally been, and still are, smaller compared to Intel. Likely to AMD as well.
- PH95VuimJjqBqy 3y agoobvious might be too strong, but at that point the tea leaves were starting to take shape for those that were watching.