ef33d

6 ms·

1. 1.▲
   by ef33d 20d ago

   "Yeah, I think there's a tendency to underestimate how much demand is still gated behind cost constraints. The market for this is HUGE." This is just hyperbolic nonsense. There is a desire from a certain group of people of ma
2. 2.▲
   by ef33d 20d ago

   "The problem isn't demand it's, "how much people are willing to spend on it". Lol its not even that - its what can I do with it? Which eventually has to show up somehow in the financials - from a macroeconomic stand
3. 3.▲
   by ef33d 21d ago

   Wrong framing. Nvidia is investing - it is using its shareholder's cash under the assumption it will create value for them.