Or Nvidia builds an inference-only chip, uses its already well-oiled CUDA to support all models out of the box, and destroys Grog's market? Just because Grog i

Or Nvidia builds an inference-only chip, uses its already well-oiled CUDA to support all models out of the box, and destroys Grog's market? Just because Grog is starting out smaller, doesn't mean they will actually survive to 10x their current valuation. 2.8 * 10 = 28 billion. Very few companies ever reach that point.