David Sacks: Chip industry's punishing tempo is why Tim Cook couldn't replace Jensen Huang
kevinnbass · x · 2026-11-15
David Sacks argued that Tim Cook ran Apple successfully but mostly shipped incremental versions of existing products, while the chip industry is far more dynamic and competitive—with new GPU generations every year or year and a half. Lose one or two beats of velocity, he said, and you get overtaken. That, in his view, is why no one, including Cook, could swap in for Jensen Huang at Nvidia.
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