David Rosenthal: uncertainty

Transcript context

…Importantly I felt like the way for them to become worth what they were worth at that time literally had to be to power all of this hardware in the physical world. I can’t believe that I said this because it was unintentional and uninformed, but I was grasping at straws, trying to play devil’s advocate for you. And we’d just spent most of that whole episode talking about how machine learning powered by Nvidia, and did up having this incredibly valuable use case which was powering social media feed recommender, and that Facebook and Google had grown bigger than anyone ever imagined on the Internet with those feed recommendations, and Nvidia was powering all of it. So I just idly proposed, well maybe, but what if you don’t actually need to believe any of that to still think that Nvidia could be worth a trillion dollars? What if maybe, just maybe, the Internet, software, and the digital world are going to keep growing, and there will be a new foundational layer that Nvidia can power? Is that possible? I think we were both like, yeah, I don’t know. Let’s end the episode. Yeah, sure. We shrugged it off and we were like, all right, carve outs.…

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