NVIDIA Isn't Enron - So What Is It?
At the end of November, NVIDIA put out an internal memo (that was leaked to Barron's reporter Tae Kim, who is a huge NVIDIA fan and knows the company very well, so take from that what you will) that sought to get ahead of a few things that had been bubbling up in the news, a lot of which I covered in my Hater’s Guide To NVIDIA (which includes a generous free intro). Long story short, people have a few concerns about NVIDIA, and guess what, you shouldn’t have any concerns, because NVIDIA’s very secret, not-to-be-leaked-immediately document spent thousands of words very specifically explaining how NVIDIA was fine and, most importantly, nothing like Enron. Anyway, all of this is fine and normal. Companies do this all the time, especially successful ones, and there is nothing to be worried about here, because after reading all seven pages of the document, we can all agree that NVIDIA is nothing like Enron. No, really! NVIDIA is nothing like Enron, and it’s kind of weird that you’re saying
If you enjoy this free newsletter, why not subscribe to Where's Your Ed At Premium? It's $7 a month or $70 a year, and helps support me putting out these giant free newsletters! At the end of November, NVIDIA put out an internal memo ( that was leaked to Barron's reporter Tae Kim, who is a huge NVIDIA fan and knows the company very well , so take from that what you will) that sought to get ahead of a few things that had been bubbling up in the news, a lot of which I covered in my Hater’s Guide To NVIDIA (which includes a generous free intro). Long story short, people have a few concerns about
Explore this link on the map →saved by
related reading
- Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense – Stratechery by Ben Thompsonstratechery.com
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
- Nvidia Part II: The Machine Learning Company (2006-2022) | Acquiredacquired.fm
- Nvidia's Unique History and Culture - by Jon Yasianometry.com
- Nvidia Part I: The GPU Company (1993-2006) | Acquiredacquired.fm
- Nvidia - Wikipediaen.wikipedia.org
- Peter Yang on X: "5/ In a gold rush, sell the shovels. Nvidia's GPUs could be the most lucrative shovels ever. If you found this thread helpful, follow me @petergyang and RT the first tweet below:" / Xtwitter.com
- Nvidia Envy: understanding the GPU gold rushblog.johnluttig.com
- An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment – Stratechery by Ben Thompsonstratechery.com
- AI Is Slowing Downwheresyoured.at
- .:: Phrack Magazine ::.phrack.org
- Cargo Culturewheresyoured.at