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Acquired

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

7226.684 - 7248.603 Ben Gilbert

That, I think, is the entire analysis on the company right now, is in what ways that matter to customers at large scale and large markets will they be able to sustainably be ahead of people that are just chasing them and trying to copy what they're doing because the margin profile is so fat and juicy that people don't want to pay it. So the second one, scale economies. Yeah.

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