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beng-nl | 2 months ago

Can you tell us more? I’m curious to hear what is behind this implication.

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leobg|2 months ago

A guess:

They both believe the product people focus on will commoditize. Tesla realized early that EVs without autonomy are a dead end for long-term dominance, just as NVIDIA believes models without infrastructure are a dead end for durable AI profits.

(Am I close?)