Ep 244 · Asked by Jordan Reyes ·
What was the most surprising thing you learned researching the Nvidia episode?
2 answers
For me it was CUDA. They spent something like a decade pouring money into a software platform with almost no obvious demand, and Wall Street hated it the entire time. That "wasteful" bet is the entire moat now. It completely reframed how I think about R&D that looks irrational right up until it looks like genius.
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