52 sats \ 2 replies \ @m00ninite 12 Feb \ on: NVIDIA : paradigm shift or bubble? econ
Nvidia is playing the long game. They've been investing in CUDA for over a decade in their gaming GPUs, without a clear use case for games. They're finally at the point where they can ditch gamers, and they seem to be actively doing that with their pricing.
That said, they basically have no meaningful competition. If another company came by and built a drop-in replacement that's faster, Nvidia is toast
Great points! They have built a huge mote basically a monopoly
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And why beholdest thou the mote that is in thy brother's eye, but considerest not the beam that is in thine own eye?
— Matthew 7:1–5 KJV
(Not that I'm a biblical scholar; only know this verse because I once read Larry Niven's The Mote in God's Eye.)
Think the word you wanted was moat.