Ben Gilbert: evaluation

Transcript context

…Both of these two fighting-for-their-life-company-defining moments from NVIDIA's first 10-15 years, overcoming the 90 competitors, and then building and making the case that they're not going to get commoditized by Intel, that the GPU is going to be a standalone important thing, Microsoft profited hugely from both of those. Yup, it's so true. I will say, NVIDIA doing what they did has been net unbelievably positive for the world. I watched the NVIDIA GTC Conference 2021, because the 2022 is about to happen. The review of all the stuff they're involved in is so inarguably good for humanity. We need way less energy to do way more interesting stuff that's good for humans because NVIDIA exists. Without doing this first 13 years, they would not have laid the groundwork to be able to do all of that in the future. That's one sort of contorted lens to look at it through. I think I give NVIDIA, for this period of time, an A because they're basically the only company that survived. ATI did for sure, of course, but in a very different fashion. And they created this whole industry almost inarguably. Created and shepherded this whole industry. But it's not an A+ because Microsoft. There was the DOJ case, until the DOJ case.…

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