David Rosenthal: evaluation

Transcript context

…Yes, which is not as efficient as a three-sided shape. Anyway, it does have a lot of merits. Not only are you not on the same footing as everyone else who you're competing against for a pure commodity on a thing that takes 18–24 months to ship. You are a step behind because you've burned a bunch of capital chasing the wrong approach first. Totally. What did they do? Jensen laid off 70% of the company and they did two completely crazy things. If you're not just focused on survival, you wouldn't do these things. One, he decided that the only way they were going to win and survive in this brutal commodity industry was by shipping six months ahead, shipping new technology six months ahead of their competitors. The way they did that was they decided they were just going to YOLO it. They designed all of their chips in software emulation as opposed to what everybody else did which was they'd work with their founding partners, they'd get some prototype chips made, they'd send them over from Asia, and test them out to make sure they worked. NVIDIA said no, we don't have time for that. They literally only ever ran the chip in software, and then once that passed, sent it to the production run.…

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