@davidgerard Being a multi-customer business is safer than tying a company to one or two "big customers" and nvidia is basically fucked for fucking over the "common consumer"

@davidgerard The market doesn't seem to be especially good at pricing in the risk involved in a company being too dependent on one 63 year old guy.

If Satya Nadella is suddenly eaten by a kraken on a yachting trip, I presume Microsoft can keep running without that much interruption of chaos. But Nvidia may be more of a mess. (To say nothing of Musk's companies.)

@davidgerard Everyone at the core of Nvidia has been with Jensen since the early days, if he goes it'll be really really messy because I imagine a bunch of other people are going to suddenly remember they don't have to bother to come to work.

@davidgerard the timing on some of this is real sus, too. fresh reporting from axios writes that last thursday lutnick and bessent talked about megaspeed not being included on commerce exclusion list

wonder wtf is going on

@davidgerard

Maybe if the spy was cheating on him with someone, and then that someone was cheating with Huang's wife, then, by the logic of his own deals

*hand flourish*

They're all faithful.

@davidgerard speaking of spicy AutoCarrot company deals (loans), how many of them are priced in NVDA shares?

@davidgerard Tim Apple is free. Nvidia RTX Vision 20/20 headset! Touch bars for GPUs!

@davidgerard 🍿

@eldersea the prick that popped the bubble