Nvidia CEO: We bet the farm on AI and no one knew it | TechCrunch

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

The most contrarian bet in venture capital right now is Thrive’s investment in OpenAI at an $80B valuation.

Before you bring your pitchforks against me or wonder if I’ve gone crazy, let me explain.

You can be contrarian in two ways:1

1. Having a different POV than the mainstream


2. Having 100% conviction in the mainstream POV and doubling down on it in a way

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