A korrentour readingWhat is a korrent?
Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors.
Drawn from what Jensen Huang said
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
venture capital Raising money and what it does to the product: the funnel that forces hard choices, and what happens without it.
A private bookmark. Not a position, and never counted.