Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
20 Apr 2022 Acquired Nvidia Part II: The Machine Learning Company (2006-2022)
“Clay was amazing and one of the greatest strategists, but I think that's just representative to me of everybody thought that the Apple model sucked.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 20 Apr 2022
- Publisher
- Acquired
Transcript context
…It's funny, in some ways, NVIDIA is like Apple. In other ways, they're like the Microsoft, Intel, IBM Alliance, except fully integrated with each other instead of being three separate companies. Yeah, that's maybe a good way to put it. Maybe it's sort of somewhere in between. There is nuance here. Remember when Clay Christensen was bashing on Apple in the early days of the iPhone being like open's going to win, Android is going to win, Apple is doomed, close never works. You have to be modular, you can't be integrated. Clay was amazing and one of the greatest strategists, but I think that's just representative to me of everybody thought that the Apple model sucked. Yeah, it sucks unless you're at scale. At the time, there was very little to believe that NVIDIA was going to have the scale required to justify this investment or that there was a market to let them achieve the scale to justify this.…
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