NVIDIA CEO Jensen Huang | Acquired Podcast
Today you wouldn’t want to be in the PC business, right? That is actually the whole point of our reinvention. People associate tech with growth, growth, growth. But not all technology is high value. So that’s a key part of our reinvention, moving to areas where there’s profit, where there’s value.
David M. Rubenstein • How to Lead: Wisdom from the World's Greatest CEOs, Founders, and Game Changers
Intel + MobileyeThis is the context for Intel’s acquisition. First off, yes, it is ridiculously expensive. The purchase price of $14.71 billion (once you back out Mobileye’s cash-on-hand) equates to an EBITDA multiple of 118; it helps that Intel is paying with overseas cash, which the company hasn’t paid taxes on. And second, I’ve long argued that ... See more
Ben Thompson • Intel, Mobileye, and Smiling Curves
But human history shows that additional computing power always leads to advances — which is exactly why the demand for compute has always exceeded its supply. To this end, Jensen Huang’s desire to emulate God’s divine design might seem excessive and impractical, but that requires predicting and dismissing the innovations that could come from it. Wh... See more
Matthew Ball • Compute and the Metaverse — MatthewBall.co
Follow the story of Nvidia and you will clearly see the kernel of a good strategy at work: diagnosis, guiding policy, and coherent action. You will also glimpse almost every building block of good strategy: intelligent anticipation, a guiding policy that reduced complexity, the power of design, focus, using advantage, riding a dynamic wave of chang
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