Nvidia's valuation is in part driven by the fact that their chips potentially disrupt the vehicle for ad revenue that is search. For all his insanity, the one

Nvidia's valuation is in part driven by the fact that their chips potentially disrupt the vehicle for ad revenue that is search. For all his insanity, the one thing I respect Musk for, is that he actually started successful companies that make stuff. Creating a new car manufacturer of the scale of BMW out of nothing was widely considered impossible before. Of course he did this from a position of extreme wealth, but none of his peers managed to do that. Everyone else is just seeking rent by trying to be first to implement some tech transition that is coming anyway. And that might be a lot more valuable to society if it was managed differently...