Evidence receipt / prediction
Published · transcript-backedBen Gilbert: prediction
20 Apr 2022 Acquired Nvidia Part II: The Machine Learning Company (2006-2022)
“I think we will see if the shift to autonomous vehicles is (a) Real, (b) Near term, and (c) Enough of a dislocation in that market to make it so that someone like NVIDIA, a component supplier actually can get to own a bunch of that value chain versus the auto manufacturer kind of forever stubbornly getting to keep all of it and control the experience.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- prediction
- Recorded
- 20 Apr 2022
- Publisher
- Acquired
Transcript context
…Like the Android market. Yeah. I think we will see if the shift to autonomous vehicles is (a) Real, (b) Near term, and (c) Enough of a dislocation in that market to make it so that someone like NVIDIA, a component supplier actually can get to own a bunch of that value chain versus the auto manufacturer kind of forever stubbornly getting to keep all of it and control the experience. Yup, which—to do a mini bull and bear on this here before we get to the broader on the company—the bull case for that is, again, a friend of the show, Jeremy messaging in Slack, Lotus is one of their partners. Is Lotus going to go build autonomous driving software? I don't think so. Ferrari? No.…
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