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0 pointsgizajob1y ago0 comments

Yeah I keep thinking this - how is Nvidia worth $3.5Trillion for making code autocomplete for coders

0 comments

Nvidia was not the best example. They get to moon in the case that any AI exponential hits. Most others have less of a wide probability distribution.

HarHarVeryFunny1y ago

I'm not sure about that. NVIDIA seems to stay in a dominant position as long as the race to AI remains intact, but the path to it seems unsure. They are selling a general purpose AI-accelerator that supports the unknown path.

Once massively useful AI has been achieved, or it's been determined that LLMs are it, then it becomes a race to the bottom as GOOG/MSFT/AMZN/META/etc design/deploy more specialized accelerators to deliver this final form solution as cheaply as possible.

BeefWellington1y ago

Yeah they're the shovel sellers of this particular goldrush.

Most other businesses trying to actually use LLMs are the riskier ones, including OpenAI, IMO (though OpenAI is perhaps the least risky due to brand recognition).

lokimedes1y ago

Or they become the Webvan/pets.com of the bubble.

zeusk1y ago

Nvidia is more likely to become CSCO or INTC but as far as I can tell, that's still a few years off - unless ofcourse there is weakness in broader economy that accelerates the pressure on investors.

gizajobOP1y ago

I’d say it’s more about the fact that they make useful products rather than brand recognition.

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