Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
Right. So there's this interesting conversation I wanted to have with you ahead of winding it up with the bull and bear case. So think back to our AWS episode. We talked a lot about how AWS is just... locked in. The databases are a ridiculously durable advantage. Once your data has been shipped to a particular cloud, often literally in semi-trucks full of hard drives.
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