What I Read This Week…
Nvidia has become the most valuable company in the U.S., Claude 3.5 Sonnet sets new benchmarks in AI capabilities, and Congress passes the ADVANCE Act to boost U.S. nuclear energy development.
Watch All-In E184 with President Trump Read our Creator Economy Deep Dive Caught My Eye… Nvidia's market capitalization recently passed the $3 trillion mark, surpassing Microsoft and Apple as the most valuable company in the United States. Nvidia now also accounts for 34.5% of the S&P 500's growth this year. So what's the problem? Nvidia’s growth is partly driven by speculation about the future potential of AI, as well as Nvidia’s central role in shaping that future. However, if these optimistic projections do not materialize as investors anticipate and Nvidia's stock were to decline, it…
related reading
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
- Nvidia - Wikipediaen.wikipedia.org
- Nvidia Could Be The Best Way To Invest In AI Right Now - Finimizefinimize.com
- NVIDIA Isn't Enron - So What Is It?wheresyoured.at
- What I Read This Week…chamath.substack.com
- 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
- Deep Diveschamath.substack.com
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- Nvidia and the Chip War - Rest of Worldrestofworld.org
- AI Chip Owners Documentation – Methodology | Epoch AIepoch.ai
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