Investor argues NVIDIA's edge came from CUDA's many use cases; no new CEO will replicate Jensen's playbook
ivan_bezdomny · x · 2026-11-13
In a discussion about NVIDIA's future, ivanbezdomny traces the company's AI chip dominance to CUDA being made available for dozens of use cases, of which convnets and later LSTM/Transformer work was just one small use case that ballooned into a huge business.
He argues that even the best new permanent CEO would be unlikely to pursue Jensen's exact strategy — and perhaps shouldn't, since nobody else would play those notes the same way. NVIDIA likely doesn't need to run 1,000 bets like that again in the short-to-medium term.
Related event: NVIDIA's Moat Grew from CUDA's Dozens of Use Cases(2 posts)→
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