No. of Recommendations: 10
The thing I'm slightly concerned about is that I don't remember anyone expressing any negatives or worries about the company.

There are no barbarians at the gates just now, LOL

Looking at it from an evolutionary perspective, what happened at NVDA is "the adjacent possible." They purposefully developed chips with lots of processing power for graphics (GPU) for games. There was a parallel and unmet need for high processing power for things like bitcoin mining and AI. Instead of developing something entirely new, GPUs were adapted for this new use. By the time these news became public NVDA was well ahead of the pack and "path dependence" kicks in to keep them there.

Denny Schlesinger

The adjacent possible

Path dependence
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