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← Google will never become NVIDIA's competitor, because it has never had…

17 connected korrents · 16 moments from 17 Mar 2021 to 24 Sept 2026. Nearly all of them are about semiconductors.

Everything filed under Google Google Everything filed under government government Everything filed under data centers data centers Everything filed under design design Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Google will never become NVIDIA's competitor, because it has never had the DNA to sell a product and its TPU, cloud, DeepMind and search teams serve different customers. Google will never become NVIDIA'scompetitor, because it has never had theDNA to sell a product and its TPU, cloud,DeepMind and search teams serve differentcustomers. Last stated 2 years ago 3 Feb 2025 DP Dylan Patel — holds since 2025-02-03 — tap for who they are Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in itschipmaker is ordinary infrastructurepolicy — Taiwan, Japan and Singaporeall did it. Last stated 4 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces youto be your own operator; Nvidiasystems are designed for anyone tooperate, which is why they are inevery cloud. Last stated 6 months ago 15 Apr 2026 JH Jensen Huang — holds since 2026-04-15 — tap for who they are Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what itcosts because it is amass-production factory that has tohold atomic precision around theclock. Last stated 2 years ago 3 May 2024 BP Brian Potter — holds since 2024-05-03 — tap for who they are Same subject: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly itstools; the building around them isthe cheap part. Last stated 2 years ago 3 May 2024 BP Brian Potter — holds since 2024-05-03 — tap for who they are Same subject: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted fromabout 1 CPU per 8 GPUs to roughly1:4, and the ratio could shrink to1:1. Last stated 4 weeks ago 24 Sept 2026 GO Gergely Orosz — holds since 2026-09-24 — tap for who they are Same subject: AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. — tap to centre the map on it AMD's hardware is in many waysbetter than NVIDIA's and it does notmatter, because the software gulf istoo large and AMD has neverresourced closing it. Last stated 2 years ago 3 Feb 2025 DP Dylan Patel — holds since 2025-02-03 — tap for who they are Same subject: An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. — tap to centre the map on it An outside expert's understanding ofsomebody else's problem is bounded,because they do not have to livewith the design after they leave. Last stated 4 months ago 1 Jul 2026 KB Kent Beck — holds since 2026-07-01 — tap for who they are Same subject: Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. — tap to centre the map on it Anyone who cannot write a fullsoftware stack for NVIDIA's genericGPUs has no chance of writing onefor their own, more specialised, AIchip. Last stated 3 years ago 29 Jun 2023 GH George Hotz — holds since 2023-06-29 — tap for who they are Same subject: A company that is a genuine climate champion should not need to be forced into climate action. — tap to centre the map on it A company that is a genuine climatechampion should not need to beforced into climate action. Last stated 2 months ago 19 Aug 2026 EA Emily Atkin — holds since 2026-08-19 — tap for who they are Same subject: A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost. — tap to centre the map on it A company's staff-engineer barshould be set against the bestcompanies in the industry ratherthan against its own history, whichis what makes title inflation a realcost. Last stated 7 months ago 1 Apr 2026 TP Thuan Pham — holds since 2026-04-01 — tap for who they are Same subject: A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system. — tap to centre the map on it A crewed rocket cannot be made safeby making the booster reliable, sothe only real way to improve safetyis to carry an escape system. Last stated 3 years ago 14 Dec 2023 JB Jeff Bezos — holds since 2023-12-14 — tap for who they are Same subject: Agents are going to be incorporated into mainstream interfaces — tap to centre the map on it Agents are going to be incorporatedinto mainstream interfaces Last stated 7 months ago 25 Mar 2026 DH David Heinemeier Hansson — holds since 2026-03-25 — tap for who they are Same subject: Chatbot interfaces are the wrong tool for meaningful coding work, because you are mostly hoping the model recalls the right answer and correcting it requires a human in the loop. — tap to centre the map on it Chatbot interfaces are the wrongtool for meaningful coding work,because you are mostly hoping themodel recalls the right answer andcorrecting it requires a human inthe loop. Last stated 9 months ago 5 Feb 2026 MH Mitchell Hashimoto — holds since 2026-02-05 — tap for who they are Same subject: Google had the data, the technology and the engineers to ship ChatGPT in 2019, and bureaucracy alone is why it did not. — tap to centre the map on it Google had the data, the technologyand the engineers to ship ChatGPT in2019, and bureaucracy alone is whyit did not. Last stated 2 years ago 20 Aug 2024 PL Pieter Levels — holds since 2024-08-20 — tap for who they are Same subject: Allowing developers to use alternative payment methods won't bring about app armageddon — tap to centre the map on it Allowing developers to usealternative payment methods won'tbring about app armageddon Last stated 5 years ago 31 Aug 2021 DH David Heinemeier Hansson — holds since 2021-08-31 — tap for who they are Same subject: Apple and Google would not have announced these programs without the pressure — tap to centre the map on it Apple and Google would not haveannounced these programs without thepressure Last stated 6 years ago 17 Mar 2021 DH David Heinemeier Hansson — holds since 2021-03-17 — tap for who they are Same subject: Google is behind in the personal AI assistant space. — tap to centre the map on it Google is behind in the personal AIassistant space. Last stated a month ago 21 Sept 2026 MS M.G. Siegler — holds since 2026-09-21 — tap for who they are
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At the centre Google will never become NVIDIA's competitor, because it has never had the DNA to sell a product and its TPU, cloud, DeepMind and search teams serve different customers. Last stated 3 Feb 2025 · 2 years ago Holds Dylan Patel Read this korrent →