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That’s the point, though. This is no different than any other statement made by a CEO with good engineers behind them.

This time it worked out. Can’t give it a survivorship bias. I don’t personally mind CEOs being encouraging, but at least understand that they don’t really ever know.

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IMO one big factor is that Nvidia is still fully engineering driven - it's engineers all the way to the top making the calls. Intel was like that as well, and then lost it (until Gelsinger). IMO you need domain experts in charge of companies, or they can't thrive in the long run, not unless there is an actual, almost unsurpassable moat.

Exactly, and they invest in their talent pool. They dont over-hire and then lay off thousands.

Was gonna say, this easily could have been Steve Balmer saying the iPhone will fail because it doesn’t appeal to business customers.

Credit for going after a vision, but every CEO has a vision and acts like it will inevitably happen.

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