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
If you figured out last year that hyperscaler CapEx was going to explode upwards and you're gonna buy a lot of GPUs, you can own Nvidia at any point, you know, last year or even this year, and you will have made money and you will have made very good money. So I think it's not important to be first, but it's important to be early. And again, it's months, not years.
0
💬
0
Comments
Log in to comment.
There are no comments yet.