I think the biggest threat for future NVIDIa right now is their own current success. Their software platforms and CUDA are a very strong moat against everyone

I think the biggest threat for future NVIDIa right now is their own current success. Their software platforms and CUDA are a very strong moat against everyone else. I don't see any beating them on that front right now. The problem is that I'm afraid that all that money sloshing inside the company is rotting the culture and that will compromise future development. - Grifters are filling out positions in many orgs only trying to milk it as much as possible. - Old employees become complacent with their nice RSU packages Rest & Vest. NVIDIA used to be extremely nimble and was way fighting way above it's weight class. Prior to Mellanox acquisition only around 10k employees and after another 10k more. If there's a real threat to their position at the top of the AI offerings will they be able to roll up the sleeves and get back to work or will the organizations be unable to move ahead. Long term I think it's inevitable that China will take over the technology leadership. They have the population and they have the education programs and the skill to do this. At the same time in the old western democracies things are becoming stagnant and I even dare to say that the younger generations are declining. In my native country the educational system has collapsed, over 20% kids that finish elementary school cannot read or write. They can mouth-breath and scroll TikTok though but just barely since their attention span is about the same as gold fish.