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a_wild_dandan • today at 1:07 AM • 2 replies • view on HN

Can you please elaborate on why? He seemed like a luminary from what little knowledge I have. (Very well spoken, wide domain knowledge, obviously made the right bets, etc.)


Replies

internet2000 • today at 1:21 AM

Nvidia focused on gaming for 20 years, made a ton of bets that didn't pan out (self-driving cars, set-top boxes, streaming, etc) and made unforced errors (Arm acquisition attempt). Nothing hints at him being a visionary beyond wanting to diversify.

Nvidia benefited from the AI boom by being right place, right time. And just yesterday, Mythos ported itself to AMD cards, showing there's no moat.

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bjourne • today at 2:38 AM

Because that's not how organizations work. Especially not organizations made up of MSc's and PhD's, each with specialized knowledge that the CEO has no clue about. It's a myth that the person with the most power is also the most important.

Instead of asking for elaboration ask yourself why you believe that the success of companies hinges on the qualifications of their CEOs? To the best of my knowledge no one has ever shown any correlation between CEO "quality" and company performance for a publicly traded company.