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I think on a chip-by-chip basis that'll happen sooner or later, also supply chain tightness will eventually ease. Though, what can't easily be substituted for is Jensen's deep knowhow and ownership of the full stack (chips, rack systems, software, etc,) which means NVDA may continually rebuild from first-principles and ship very quickly -- while specialized comps are catching up to current generation constituent parts, Jensen's already looking several steps ahead..

Re the moat : how do you think about Chinas historical ability to copy something & make it cheaper?

Mar 19
at
12:48 AM
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