[ralph84]

Because Nvidia is run by a founder who has been playing the long game for the entire history of the company. Its competitors are run by non-founders who aren’t interested in the long game they’re interested in next quarter’s earnings.

[prng2021]

Nvidia’s founder isn’t a fortune teller. He didn’t create his company to become the world leader in running AI workloads. CUDA has been around for a long time and it didn’t give them any significant advantage over AMD. If generative AI hadn’t exploded very recently, NVIDIA and AMD would just be battling it out with their GPUs for gaming as before.

[kaliqt]

Founder-led companies always beat non-founder-led companies, on average.