@kenshin I came across this thread while trying to understand about Nvidia and why its shares have gone “Tesla” crazy. You started this conversation in 2020 and seem to have believed in AMD back then. 4 years later what are your thoughts on Nvidia and the future of this industry? Personally I believe the company that is closest to the consumer is going to make the most money not the chip manufacturers. Question is who is going to be able to monetize the power of AI and come up with an application convincing enough that we want to pay for the service?
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