Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

Read a tweet about being broad in narrow markets. Made me wonder who are the closest alternatives/ substitutes to Nvidias GPUs in the next 3 years?

Chris Nheu

Google's new #Artificial Intelligence chip strategy is ramping up competition with Nvidia.

https://www.theinformation.com/articles/google-ramps-ai-chip-competition-nvidia?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=CIO--LINKID&utm_campaign=RTSU%3A+Google+Ramps+U&utm_content=9908&utm_medium=email&utm_source=cio&utm_term=6696

Artificial Intelligence

Google's new #Artificial Intelligence chip strategy is ramping up competition with Nvidia.  https://www.theinformation.com/articles/google-ramps-ai-chip-competition-nvidia?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=CIO--LINKID&utm_campaign=RTSU%3A+Google+Ramps+U&utm_content=9908&utm_medium=email&utm_source=cio&utm_term=6696

Google is one of the largest buyers of Nvidia’s artificial intelligence chips, which it rents out to Google Cloud customers such as OpenAI and Meta Platforms. But Google’s grand ambitions for its own competing AI chips show no sign of slowing down. In the latest example, Google recently ...

Google Ramps Up AI Chip Competition with Nvidia

A potato, hollowed out and filled with wine 🥔🍷