The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE
Jeff Wang
And so if you believe the market is growing, I don't know if data center, you know, GPU spend is a hundred billion or 200 or 300 billion, but we can go long Nvidia. And then we can short a bunch of the companies that I think don't have the depth of moats that Nvidia has. So if you think about some of these server hardware companies, for example,
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