Evidence receipt / evaluation
Published · transcript-backedDavid Rosenthal: evaluation
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“I think Nvidia totally gets this because part of this, as I was alluding to is Covid-related, but we talked way back in part I about how Nvidia ended up to save the company moving to a six month shipping cycle for their graphics cards when their competitors were on a one- to two-year shipping cycle, that persisted for several years, and then they relaxed back to a annual shipping cycle.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…This was a perfectly fine moat when the addressable market was $100 billion. Is it a trillion dollar market opportunity? Probably not. Basically, it means margins come down and competition gets more fierce over time. I think Nvidia totally gets this because part of this, as I was alluding to is Covid-related, but we talked way back in part I about how Nvidia ended up to save the company moving to a six month shipping cycle for their graphics cards when their competitors were on a one- to two-year shipping cycle, that persisted for several years, and then they relaxed back to a annual shipping cycle. There were annual GTCs. Since Covid, Nvidia has reaccelerated to a six-month shipping cycle. They’ve been doing two GTCs a year, most years since Covid, which is insane for the level of technology complexity that they’re doing. Imagine Apple doing two WWDCs a year. That’s what’s happening in Nvidia. It’s crazy.…
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