5 Comments
Apr 6Liked by Babbage

It is not clear he is the engineering genius leader like Cray. He is a great engineer, but I think the secret to Nvidia is the dynamic organization capable of rapid iteration and supporting many geniuses. This X post provides some clues: https://twitter.com/danhockenmaier/status/1701608618087571787

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Apr 1Liked by Babbage

Of all the comparisons he's heard, I'm sure Hendrix is among the better ones. ;-)

On the topic of intimidating interviews - Huang came to Haas in January 2023. It was the most packed I've ever seen our Spieker Forum. Two MBAs did the interview. I'm pretty sure one was a current NVIDIA employee, getting her evening MBA. So she got to interview her boss on stage. Talk about nerve-wracking! That was when he gave the "iPhone moment" analogy for ChatGPT and what it meant.

https://www.extremetech.com/computing/343069-nvidia-ceo-calls-chatgpt-the-iphone-moment-for-ai

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As I wrote in 1998 if one wanted to break the WinTel monopoly, break the access monopolies (https://www.ivpcapital.com/archive#BustWintel). That partly happened with wifi/mobile/iOS 10 years later. So too, if one wants to break the NVIDIA monopoly break the platform and growing AI monopolies by implementing new open access models to information.

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