4 ms·
I'm already keeping an eye on what NVidia gets into next... because that will inevitably be the "Next big thing". This is the third(ish) round of this pattern t
by leeter 2y ago
I'm already keeping an eye on what NVidia gets into next... because that will inevitably be the "Next big thing". This is the third(ish) round of this pattern that I can recall, I'm probably wrong about the exact count, but NVidia is really good at figuring out how to be powering the "Next big thing". So alternatively... I should probably invest in the utilities powering whatever Datacenters are using the powerhungry monsters at the center of it all.
- malfist 2y agoThere's a saying in the stock market that probably applies here: past performance does not indicate future performance. Getting lucky twice is a row is really really lucky. Getting lucky three times in a row is not more likely because they were lucky two times in a row
- dartos 2y agoIt may be getting lucky, or it may be that they have really great leadership. Very few other large tech companies have deep technical competence at CEO level leadership
- furyofantares 2y agoIt's definitely both at the same time.
- Yizahi 2y agoHear me out, I know it is controversial idea, but anyway - gaming. :)
- mandevil 2y agoOne thing I'm not clear on is how much of this is cause and how much effect: that is, does NVidia cheerleading for something make it more popular with the tech press and then everyone else too? There are definitely large parts of the tech press that serve more as stenographers than as skeptical reporters, and so I'm not sure how much is NVidia picking the right next big thing and how much is NVidia announcing the next big thing to the rest of us?