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I'm sorry; are you trying to suggest that the total addressable market of Nvidia is _literally the entire world's wages_?
by klausa 3y ago
I'm sorry; are you trying to suggest that the total addressable market of Nvidia is _literally the entire world's wages_?
- ivalm 3y agoThat’s literally the AI bull case. Replacement of all human labor.
- kortilla 3y agoNo it’s not. The bull case is replacement of labor that interacts directly with computers, and that one is already super bullshit based on the current results.
- ArtTimeInvestor 3y agoThe world's wages are the TAM for replacing humans with computers. Nvidia is a key player in this. So I would be surprised if they capture less than 1% of that value.
- asadotzler 3y agoI would be surprised if they capture 1/10th of 1%, heck, 1/100th of 1% of the worlds annual wages. You're losing folks here with some pretty wild predictions based on absolute guesswork with no supporting reasoning other than you'd be surprised.