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by cheselnut 788 days ago
NVIDIA's vertically integrating their platform and making it the single place for your AI infra needs - pretty cool
1 comments

I don't share your enthusiasm for monopolies
It's cool if you're Nvidia, work for them or own stocks. Not so much otherwise.
Reading Stratechery has got a lot of people talking like a buy-side equities analyst when discussing companies. Vendor lock-in is now a good thing. /s