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Acquired

Nvidia Part III: The Dawn of the AI Era (2022-2023)

1039.585 - 1057.1 David Rosenthal

This is just a couple of years after they acquired Instagram. Man, we need to go back and redo that episode because Instagram would have been a great acquisition anyway, but it was AI-powered recommendations in the feed that made that into a $100, $200, $500 billion asset for Facebook.

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