Row 68000

Row ID: 68000 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 68000 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

But you are. You’re trying to say that, Nvidia, who is without a doubt, the 100% leader in this space, is going to face competition from… Any of these other companies. Who have nothing to do with this space whatsoever

I’m making exaggerated analogies simply because they’re easier to understand. And they’re funny. It’s not about equivalencies. But noncore is noncore.

Youre going to **compete** with Nvidia enough that it disrupts their pricing and stock. That’s the whole point you guys have been making. That these other AI chip makers are going to hurt the pricing power of Nvidia. And I say bullshit. Do you have any idea how much fucking money that would have to be?

Do you have any idea how much money they’re going to lose trying to do that non-core non-specialty business with no prospect of ever recouping?

Why? Cuz they’re mad at nvidia? I’m sure Nvidia uses Microsoft that their offices. They probably give billions of dollars to Microsoft for their products. So does that mean they need to develop their own operating system so they can save that money and do it themselves?

That’s what you’re saying. You can call that straw man, but that’s what you’re saying. It doesn’t make any sense.

FieldValue
text But you are. You’re trying to say that, Nvidia, who is without a doubt, the 100% leader in this space, is going to face competition from… Any of these other companies. Who have nothing to do with this space whatsoever I’m making exaggerated analogies simply because they’re easier to understand. And they’re funny. It’s not about equivalencies. But noncore is noncore. Youre going to **compete** with Nvidia enough that it disrupts their pricing and stock. That’s the whole point you guys have bee…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

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  "text": "But you are. You’re trying to say that, Nvidia, who is without a doubt, the 100% leader in this space, is going to face competition from… Any of these other companies. Who have nothing to do with this space whatsoever\n\nI’m making exaggerated analogies simply because they’re easier to understand. And they’re funny. It’s not about equivalencies. But noncore is noncore. \n\nYoure going to **compete** with Nvidia enough that it disrupts their pricing and stock. That’s the whole point you guys have been making. That these other AI chip makers are going to hurt the pricing power of Nvidia. And I say bullshit. Do you have any idea how much fucking money that would have to be? \n\nDo you have any idea how much money they’re going to lose trying to do that non-core non-specialty business with no prospect of ever recouping? \n\nWhy? Cuz they’re mad at nvidia? I’m sure Nvidia uses Microsoft that their offices. They probably give billions of dollars to Microsoft for their products. So does that mean they need to develop their own operating system so they can save that money and do it themselves?\n\nThat’s what you’re saying. You can call that straw man, but that’s what you’re saying. It doesn’t make any sense.",
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  "datetime": "2024-05-23",
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