Fireside Alpha (@firesidealpha) “Dylan Patel says Nvidia’s next CEO has to hold off OpenAI, Broadcom, Google, Ant” — TopicDigg

Dylan Patel says Nvidia’s next CEO has to hold off OpenAI, Broadcom, Google, Anthropic, Meta, Amazon, and AMD chip teams, who are all 'fucking good' “It’s not like you’re fighting, no knocks against Palo Alto Networks, but their competitors are not that amazing, versus Nvidia’s fighting an OpenAI chip team, a Broadcom chip team, a Google chip team, an Anthropic chip team, a Meta chip team, Amazon chip team. These guys are fucking good. AMD. They’re all really good, and all these startups.” “They’re all good. It’s not like they’re incompetent. I think it’s very different. As great as Lisa Su is, she took down Intel, who’s incompetent.” “What is the person who defined a category and created it and kept all the invaders at bay? It’s very different than being second place or making smart tactical business decisions, innovating on something once there’s already a category established. It’s just very different.”