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Gavin Baker on X: "Some thoughts ahead of Nvidia tonight" / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts Home Explore Notifications Chat Grok Premium Bookmarks Creator Studio Articles Profile More Post Aditya Mehta @ady_mehtaa Article See new posts Conversation Gavin Baker @GavinSBaker Some thoughts ahead of Nvidia tonight 110 251 1.5K 561K Some humble thoughts that might be helpful to anyone involved with Nvidia. From my perspective, the most important dynamics for the company are the durability of demand and the ROI on AI, which is closely tied to the useful life of GPUs. From a duration of demand perspective, every single comparable episode in market history suggests that we will get a financial bubble and an overbuild. This was well covered by Carlota Perez in her fantastic book "Technological Revolutions and Financial Capital." Her thesis is that anytime there is a technological revolution - railroads, radio or the internet - financial markets correctly understand its potential and the ensuing excitement leads

Some humble thoughts that might be helpful to anyone involved with Nvidia. From my perspective, the most important dynamics for the company are the durability of demand and the ROI on AI, which is closely tied to the useful life of GPUs. From a duration of demand perspective, every single comparable episode in market history suggests that we will get a financial bubble and an overbuild. This was well covered by Carlota Perez in her fantastic book "Technological Revolutions and Financial Capital." Her thesis is that anytime there is a technological revolution - railroads, radio or the…

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