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歌舞伎町タワーでのリリイベありがとうございました✨ 明日3/13（金）は、 神奈川・タワーレコード横浜ビブレ店（特典会）（19:00～）があります！ 詳しくはこちら↓ そして明日は、Fm yokohama 「Tresen Friday」16:15頃〜 ゲスト出演決定させていただきます！ 詳しくはこちら↓ 是非聴いてください！！#IRODORI#

📢出演情報📢 3月13日(金)Fm yokohama 「Tresen Friday」16:15頃〜 ゲスト出演が決定しました！！！ 是非お聴きください✨🫶 #IRODORI#

【#沙弥様自伝# 関連情報】 2月6日＆13日（金）18:20～FMヨコハマ「Tresen Friday」内番組・IMALUの『でぃぐらじ』に上谷選手出演決定！ IMALUさんが様々なモノやコトをDIGする(掘り下げる)番組、沙弥様がいろいろDIGされちゃう!? 自伝本の話もしていただいています！ #STARDOM# #でぃぐらじ# #とれせん#

FMヨコハマ「Tresen」 ありがとうございました📻✨ 6/29にデジタルリリースをする新曲「You're my special」について、 沢山お話しさせていただきました！ お寿司トークも楽しかったです🍣 by.staff👧🏼 @tresen_Fyoko #とれせん# #真洋# #mahiro_ユアマイ#

FM横浜「Tresen」生放送始まりました。radikoでもご視聴いただけます！ 是非ご視聴ください！ #新曲# #JustasIam# #2月28日発売# #写真集# #Wanderer# #本日発売# byスタッフ

In December 2015, during my first year at Stanford GSB, I chose to intern at a top hedge fund. Researching advanced driver assistance systems (ADAS) and autonomous driving, I saw a new growth opportunity for GPUs beyond gaming. The only stock I pitched during my internship was NVDA—then worth roughly $18 billion, trading around $0.80 a share, split-adjusted. The fund took a large position (and still hold today), and I bought some too. I didn’t hold it all the way to its peak, but I’m grateful of the returns from the investment. @JensenHuang has created tremendous value for shareholders. Pushing him out is a mistake. After 33 years building NVIDIA, his leadership is still central to its future. NVIDIA and the broader AI developer community still need his leadership and spirit of innovation. (Back then no AI to help on stock research, have to learn those terminologies in this old fashion…😂) Look at the impact Jensen has created to the world, unbelievable. Still can’t believe what just happened. We need a prediction market on this: when will Jensen be back?

Everyone believes CUDA is NVIDIA's moat, the reason we've maintained our dominance in the AI era. I've never believed that. NVIDIA has only one true moat: its people. And the most important of them is Jensen Huang. I've worked on CUDA compilers, libraries, and DSLs for eight years, from Volta to Rubin. I think I've earned the right to share my perspective on what NVIDIA's moat really is. I hope you'll bear with me. 1. What is CUDA? Many people think CUDA is just a programming language and its compiler, and that NVIDIA's moat comes from the massive amount of software written in CUDA, making it impossible for developers to leave NVIDIA GPUs. This is completely wrong. It's an incredibly naive understanding of CUDA. To me, CUDA is everything NVIDIA does. CUDA isn't just a language, software, or hardware architecture. It's a product defined by a unique customer experience. When you find GPU programming too difficult, CUDA gives you an easier way. When your GPU code isn't fast enough, NVIDIA engineers respond and help you solve it. When a handful of GPUs can no longer push your technology forward, NVIDIA has already scaled its computing platform from desktops to massive data centers. When you need more data centers than anyone else can supply, NVIDIA has already secured wafer and HBM capacity years in advance to meet your demand. That experience is CUDA. It's made possible by the relentless, day-to-day work of everyone at NVIDIA. And the person who brings all these people together, who gives them a shared vision and purpose, is Jensen Huang. 2. What made CUDA possible? Patience. Perseverance. An unwavering commitment to a vision. Around 2006, NVIDIA bet that the future would demand far more computing power, and began transforming GPUs from graphics processors into a platform for general-purpose computing. Initially, it was a commercial disaster. The added costs hurt margins, the market wasn't ready, and the strategy faced enormous skepticism and pressure, including questions from the board. But Jensen persisted. For roughly a decade, NVIDIA kept investing in CUDA, building its hardware, software, and developer ecosystem long before the commercial payoff became clear. Eventually, deep learning arrived. And NVIDIA was ready. Today, this sounds like an inspiring story. But for those who lived through it, it meant a decade of perseverance, doubt, and being misunderstood. Looking back at the history of technology, how many people could have done the same? This is what I've always loved most about NVIDIA. And now, Jensen has been pushed out. This won't kill NVIDIA. The company can still create tremendous commercial value. But it has killed NVIDIA's soul. And how far can a body go without its soul? If this is how Jensen Huang is treated today, how will those of us who built CUDA be treated tomorrow? I love NVIDIA deeply, but I have to say it: NVIDIA is dead.

Breaking: Michael Burry says to “get out” of Nvidia $NVDA before it’s too late Burry's reasonings: 1. Without Huang, customers are free to “slow down deals, push back, renegotiate terms, or simply walk to a competitor” 2. Nvidia financed customer purchases through special vehicles and hidden debt, creating “tremendous leverage in the system” 3. Huang pushed customers to buy chips they didn’t need yet by threatening to cut their future allocations 4. Its growth may slow and “critically, its margins may fall” With Jensen Huang out, Burry says “Nvidia bulls will have another fluffy big chance to get out. Get out.”