Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
David Rosenthal
I think it's worth saying a bit more here on this too, which we also talked about in our last episode. To me, the dynamics here are a lot like Apple and iOS versus Android. Apple has thousands and thousands and thousands of developers working on iOS. Android also has thousands and thousands of developers working on it across a widespread ecosystem.
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