Counterfactual on Nvidia: even with an inference hardware headstart you can fumble—just look at Google
alexisgallagher · x · 2026-11-16
In a debate over whether Nvidia's value was due to luck rather than Jensen Huang, alexisgallagher argues the counterfactual cuts the other way: even with a huge inference-hardware headstart, a position at the cusp of the AI revolution, and plenty of smart people, a company can still fumble the ball—just look at Google.
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