Slate Money Nobody’s Gonna Stop Nvidia
5 snips
Jun 1, 2024 
Alex Kantrowitz, host of the Big Technology podcast, joins the discussion on Nvidia's unstoppable growth, the enigmatic figure of OpenAI CEO Sam Altman, and the potential shift to WhatsApp and voice memos in the U.S. Plus, a humorous debate on which political candidate is most TikTok-able.
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Monopoly Is Not Necessarily Illegal
- Having a monopoly isn't illegal in the U.S.; illegal is using anti-competitive tactics to maintain it.
- Nvidia's lead reflects timing and execution, not necessarily unlawful conduct.
Where AI ROI Will Arrive First
- Massive GPU spending ($50B) hasn't yet produced proportional consumer revenue from generative AI.
- Expect value to show up first in enterprise SaaS rather than broad consumer monetization.
Productization Makes The Public Face
- Sam Altman became the face of AI by productizing research into chatGPT and DALL·E for mass use.
- Productization and marketing often eclipse the original researchers in public recognition.