alt Hacker NewsReally nice background in the recent book The Nvidia Way. The gist of it was Jensen recognized that having the best chip once wasn’t enough.
The result: Nvidia organized around delivering something new every six months. This meant a new architecture followed by two improved derivatives over an approx 18 month period. That turned 3dfx’s development schedule into a trap.
Conclusion: disciplined execution above all else.
Its interesting how even I didn't realize how competitive he was...until after the market realized recently. Wish these books would come out a year earlier than they did. :/
I guess i'm not cut out for stock trading. I'm always arriving as the train is departing both in real life and on the market.
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> Nvidia organized around delivering something new every six months
That explains the SUPERs that were released seemingly very quickly after the original models. Looks like the 5 series will miss out on that due to the ram shortages and prioritising their HBM server models.
> I guess i'm not cut out for stock trading.
As it turns out, neither is anyone else, even people who do it for a living. (If we constrain the definition of "stock trading" to mean researching and picking individual stocks.)
https://en.wikipedia.org/wiki/A_Random_Walk_Down_Wall_Street