7 Comments
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Aditya Eachempati's avatar

The better businesses are upstream — like NVIDIA, but also downstream — I.e. all of us who build businesses downstream from AI to solve big problems.

Akshay cherian's avatar

You writing is consistently thought provoking.. thank you!

Giridhar Vishwanath's avatar

Nemoclaw is hatching in time for the next cycle

Thiyagarajan M (Rajan)'s avatar

One of the key parts

Meheryar Tata's avatar

So, how much NVIDIA do you own?

Thiyagarajan M (Rajan)'s avatar

I don't, I think I should

Skipper's avatar

Probably a lot of shares!