The investor despair that nothing in AI is investable except the labs and Nvidia is wrong.

Added to korrents 31 Oct 2026 · How quotes work · Something wrong? Tell us

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• 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. JHJensen Huang15 Apr 2026Anthropicsemiconductorsinvesting
• Investors are underestimating Nvidia's ability to keep innovating and defend its dominant position as AI shifts toward inference. BRBarry Ritholtz22 Sept 2026semiconductorsinvesting
• The Anthropic and OpenAI IPOs are suppressing all other IPOs by absorbing institutional investors' capital and attention PKPaul Kedrosky9 Oct 2026Anthropicinvesting
• A country's dominance in an irreplaceable industry can deter a dependent rival from attacking it while making a dependent ally more likely to come to its defense. JPJoseph Politano5 Mar 2026semiconductors
• A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. LTLip-Bu Tan18 Jun 2026semiconductors

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