Ben Gilbert: belief

Transcript context

…They go down to six months until they cash out in the company. They get it done in a few months and then they call up their foundry. I don't know if they're using United or one of the other foundries in Taiwan, not TSMC. They're like, all right, we tape this thing out and send it to production. The foundries were like, you guys sure about that? They're like, yup, we're sure. Make 100,000 units. If I'm remembering right, I think NVIDIA basically was the only customer of that emulation software. That was a startup that really wasn't fully proven yet. NVIDIA was like, look, we literally have no options. Yeah, they were the only customer and then that company went out of business after. The chip they designed is now the advantage. This is lunacy, what they're doing. Obviously, they have to do it because their back is against the wall. The advantage of this, though, is they are now designing this chip with the same set of assumptions about what technology is available as all their competitors, but their competitors are working on those designs. They're not going to be able to get them out for 18 to 24 months. NVIDIA is going to get the same generation of design out in six months. This chip is called the RIVA 128. It's what they call it. It is a freaking beast in every sense of the word.…

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