4 ms·

Nvidia's AI advantage is moving beyond the GPU

13 points by 01-_- 1mo ago

woadwarrior01 1mo ago
A very incoherent article. Reads like a Submarine[1]. [1]: https://www.paulgraham.com/submarine.html https://www.paulgraham.com/submarine.html
- andai 1mo ago
  Interesting point, yeah. Does it need to be a PR company, though? If I bought NVDA I'd also be incentivized to talk about how healthy the company looks.
  - Alpha3031 1mo ago
    Personally, I don't think it's (paid) PR per se. Call me cynical but I'm fairly sure TechCrunch has always been mostly lightly laundered press kits. This is, of course, something that is endemic across most trade or trade-adjacent media.
    - cyanydeez 1mo ago
      Presskits are now on par with police reports: largely reported ad objective truth even when historical context would properly shade those reports. News is at high AI risk precisely because it easily adopts whatever POV the subject wants.
- WarmWash 1mo ago
  That article is brilliant, can't believe I have never seen it before. The media (especially in today's environment) works to sell ad views, not make the reader more informed. Way (way) too many people think that because the media confirms their beliefs, the media is honest.
- PorterBHall 1mo ago
  “News is what someone doesn’t want you to know. The rest is just advertising.” Variously attributed to George Orwell and William Randolph Hearst.
epolanski 1mo ago
I don't think any company will be able to hold a significant monopoly in the space for the simple law of economics: high margins (especially combined with high absolute volumes) attract competition. And the wider the margins and volumes the more competitors have incentives in making gigantic investments.
- funnym0nk3y 1mo ago
  Given proper oversight yes. Otherwise companies can absolutely get a monopoly and cement it. Buy up competition, pressure adversaries, hog resources and so on.
- KolibriFly 1mo ago
  [dead]
- Jlagreen 1mo ago
  Nvidia doesn't have to remain a monopoly to get all the profit. In the smartphone market, Apple isn't #1 in units but generates 75% of the profit of the whole market. Would you rather be #1 in units or profit? There is a reason why Apple can ask for prices only few competitors can keep up with and the reason isn't the HW for sure. Similarly with Nvidia, the margins come from the ecosystem, not the HW.

13 points by 01-_- 1mo ago

A very incoherent article. Reads like a Submarine[1]. [1]: https://www.paulgraham.com/submarine.html https://www.paulgraham.com/submarine.html

andai 1mo ago
Interesting point, yeah. Does it need to be a PR company, though? If I bought NVDA I'd also be incentivized to talk about how healthy the company looks.
- Alpha3031 1mo ago
  Personally, I don't think it's (paid) PR per se. Call me cynical but I'm fairly sure TechCrunch has always been mostly lightly laundered press kits. This is, of course, something that is endemic across most trade or trade-adjacent media.
  - cyanydeez 1mo ago
    Presskits are now on par with police reports: largely reported ad objective truth even when historical context would properly shade those reports. News is at high AI risk precisely because it easily adopts whatever POV the subject wants.
WarmWash 1mo ago
That article is brilliant, can't believe I have never seen it before. The media (especially in today's environment) works to sell ad views, not make the reader more informed. Way (way) too many people think that because the media confirms their beliefs, the media is honest.
PorterBHall 1mo ago
“News is what someone doesn’t want you to know. The rest is just advertising.” Variously attributed to George Orwell and William Randolph Hearst.

epolanski 1mo ago

I don't think any company will be able to hold a significant monopoly in the space for the simple law of economics: high margins (especially combined with high absolute volumes) attract competition. And the wider the margins and volumes the more competitors have incentives in making gigantic investments.

funnym0nk3y 1mo ago
Given proper oversight yes. Otherwise companies can absolutely get a monopoly and cement it. Buy up competition, pressure adversaries, hog resources and so on.
KolibriFly 1mo ago
[dead]
Jlagreen 1mo ago
Nvidia doesn't have to remain a monopoly to get all the profit. In the smartphone market, Apple isn't #1 in units but generates 75% of the profit of the whole market. Would you rather be #1 in units or profit? There is a reason why Apple can ask for prices only few competitors can keep up with and the reason isn't the HW for sure. Similarly with Nvidia, the margins come from the ecosystem, not the HW.