[bjt1997]

I will place more value on Huang's leadership insights if he is managing people in a "normal" business (i.e. competition, not driven by a single hi-tech monopoly product, etc). It is easy to provide leadership insights when the whole world is dumping cash on your company for a product only you make.

[docandrew]

Nvidia didn’t start there - they took down a lot of established competitors in the GPU space, and a lot of other big companies are gunning for their position. I’d say their business operations and leadership are definitely worth studying.