Jensen: Yeah. The thing to keep in mind is, at all times what is the market opportunity that you’re engaging in? That informs your size. I was told a long time ago that Nvidia can never be larger than a billion dollars. Obviously, it’s an underestimation, under imagination of the size of the opportunity. It is the case that no chip company can ever... See more

Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily favo... See more