[KerrAvon]

I agree the concern here about Nvidia's long term viability seems overblown.

WRT your edit: The answer to all of this is that it's very hard and requires a huge amount of investment to produce good vertical solutions in each of these spaces. You cannot build a good AI phone without first building a good phone. You cannot build a self-driving car without starting with a good car, etc. For robots, I'll point you to someone using Nvidia chips: the Matic is a complete ground-up rethink of how robot vacuums should work. It's taken them 7 years to get to early adopter phase.

[hector_vasquez]

> You cannot build a good AI phone without first building a good phone. You cannot build a self-driving car without starting with a good car, etc.

More like you cannot build a self-driving car without starting with a good phone. See Huawei.