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

8188.092 - 8209.611 Ben Gilbert

So one thing that I want to point out is Jensen keeps referring to this as the iPhone moment for AI. And when he says it, the common understanding is that he means a new mainstream method for interacting with computers. But there's another way to interpret it. Does this sound familiar, David, when I say a hardware company differentiated by software that then expanded into services?