GP-You missed it? Nvidia’s wild ride is not over

Update 1 (Nov 2024): The only pushback to this narrative that I can see currently, is that while training compute is highly skewed in favour of Nvidia, because of its CUDA moat, inference compute is ‘currently’ not that dependent on CUDA, and NVDA doesn’t have much of an advantage there, with some benchmarks showing Groq and Cerebras outperforming Nvidia in inference. Some things to consider here.

Alright, let’s skip the history lesson — everyone knows Nvidia’s origins by now. And unless you’ve been living under a rock, you know that the AI wave is here, leading to the craziness we’ve seen.

Let’s start with this: we’ve already achieved AGI. ChatGPT, Claude, and Gemini are outperforming average human performance in various tasks, such as undergraduate knowledge assessments and advanced reading comprehension.

“It is possible that we will have superintelligence in a few thousand days (!); it may take longer, but I’m confident we’ll get there”

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