Nvidia: The One Decision in 1993 That Made Nvidia the King of AI

❗️ Peter Thiel: "There's only one company making money in the AI boom, that's Nvidia. Everybody else is losing money." And it all traces back to one stupid decision in 1993. "You should not be asking this question about meta or openai or any of these things. You should really be focusing on the Nvidia question, the chips question" "Nvidia got started in 1993. That was the last year where anybody in their right mind would have studied electrical engineering over computer science" "94, Netscape takes off. It's probably a really bad idea to start a semiconductor company even in '93" "But the benefit is there was going to be no one would come after you. No talented people started semiconductor companies after 1993 because they all went into software" "Their monopoly power, I think it's quite strong because of this history I just gave you, where none of us know anything about chips"

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