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Acquired

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

7960.529 - 7975.418 David Rosenthal

Yeah, I mean, we've talked about this many times on the show, including with Hamilton Helmer and Chen Yi themselves. But for platform companies like NVIDIA clearly is, there is this special brand of power that is a combination of scale economies and network economies. And this is what you're getting at.

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