[dagaci]

Jenson has managed to kneel into every market boom in a reasonable amount of time with his GPUs and tech (hardware and software). No doubt he will be there when the next boom kicks off too.

Microsoft fails consistently ... even when offered a lead on the plate... it fails, but these failures are eventually corrected for by the momentum of its massive business units.

Apple is just very very late... but this failure can be eventually corrected for by its unbeatable astroturfing units.

Perhaps AMD are too small keep up everywhere it should. But compared to the rest, AMD is a fast follower. Why Intel is where it is is a mystery to me but i'm quite happy about its demise and failures :D

Being angry about NVIDIA is not giving enough credit to NVIDIA for being on-time and even leading the charge in the first place.

Everyone should remember that NVIDIA also leads into the markets that it dominates.

[thfuran]

Why be happy about the demise of Intel? I'd rather have more chip designers than fewer.

[int_19h]

With respect to GPUs and AI I think it might actually be the case of engineering the boom more so than anticipating it. Not the AI angle itself, but the GPU compute part of it specifically - Jensen had NVIDIA invest heavily into that when it was still very niche (Ian Buck was hired in 2004) and then actively promoted it to people doing number crunching.

[Mistletoe]

What is the next boom? I honestly can’t think of one. Feels like we are just at the Age of the Plateau, which will be quite painful for markets and the world.

[debesyla]

As all the previous booms - hard to predict before it happens. And if we do predict, high chances are that we will miss.

My personal guess is something in the medical field, because surely all the AI search tools could help to detect common items in all the medical data. Maybe more of ozempyc, maybe for some other health issue. (Of course, who knows. Maybe it turns out that the next boom is going to be in figuring out ways to make things go boom. I hope not.)

[tmtvl]

I'm gonna predict biotech. Implanted chips that let you interact with LLMs directly with your brain. Chips that allow you to pay for stuff by waving your hand at a sensor. Fully hands-free videoconferencing on the go. As with blockchain and current LLMs, not something I fancy spending any time with, but people will call it the next step towards some kind of tech utopia.

[alanbernstein]

Humanoid robotics

[bgnn]

Jensen id betting on two technologies: integrated silicon photonucs, aka optical compute + communication (realistic bet), and Quantum computing (moonshot bet).

[xeromal]

It's just because we can't know what the next boom is until it hits us in the face except for a tiny population of humans that effect those changes

[thebruce87m]

VLM / VLA.

[parineum]

Nvidia won and we all did too. There's a reason they own so much if the market, they are the best. There's no allegations of anything anticompetitive behavior alleged and the market is fairly open.