Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“For most companies, I would say that if they were trading at this very high multiple and they just experienced this tremendous real growth in revenue and operating profit, that spike to the system when it goes away will irreparably harm the company.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…And just what’s going to happen, generally. Obviously, China is racing to develop their own homegrown ecosystems and competitors, and that’s going to be a closed-off market. What’s going to come out of there? What’s going to happen? That’s definitely one, too. My last one is a bear case, but it ends up not being a bear case. For most companies, I would say that if they were trading at this very high multiple and they just experienced this tremendous real growth in revenue and operating profit, that spike to the system when it goes away will irreparably harm the company. When things slow down, stock compensation is an issue, employee morale is an issue, customer perception’s an issue. But this is Nvidia. Yeah, this is nothing new.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.