Comments by "Maxwell Benz" (@Tential1) on "" video.

44:40 again, not exactly accurate. If TSMC died tomorrow, Nvidia would be hamstrung by 12 months, maximum. There are TSMC alternatives. You just listen to the media, and so you believe TSMC is the only option. That's because we want to justify military spend. It's not the actual truth.... Nvidia doesn't even manufacture all of its chips at TSMC anyway. AGain, things you'd know if you actually paid attention.
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31:30 no, artificial intelligence was first introduced in 2018 with Nvidia 2000 series, tensor cores. To the dismay of gamers, Nvidia added ray tracing units which also could be used for ai.... Nvidia was pushing this, to everyone's doubt, years ago. I hate how you guys don't actually know the time line of events.
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36:50 You mean, what Apple is already doing? Apple already announced and has neural engines in its products. I really don't understand why you're having this discussion when the both of you don't know the products. Apple already does AI. Just because they don't have a Chat Gpt bot doesn't mean they don't do AI. You guys can't seem to divorce AI and Chat Gpt from each other. Chat Bots are one small portion of artificial intelligence. This conversation is just painful.
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A lot of this bearish sentiment is fomo, but instead of buying, they prey the market crashes to justify them missing out. These guys were confused why the stock market surged, when the economy was shut down and people were forced to use Amazon, Walmart, Netflix, Apple, Microsoft, and small businesses weren't allowed to compete. Rather than understanding the economic shutdown benefited big corporations, they say, economy shut down is bad so stocks go down. They really have very primitive thought.
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25:00 so, you want to be over bearing, cry about how companies are managed despite having horrendous personal returns, cry about buy backs, cry about companies expanding too much, I mean, what are companies supposed to do? Dividends only? Please. I'd stay private too. Why do I need public investors, who are pushing ideology on BOTH SIDES. let me run my business, and if you don't like it, don't invest, and invest in my competitors. Instead, you want to take my options away to maneuver, f off.
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42:20 THIS IS WRONG. Nvidia knew the chips were useful for AI BEFORE the crypto boom. Jesus christ dude. How are you able to get away with this? Nvidia knew the chips were useful for artificial intelligence in 2018 and had already given tons of presentations. We already were using artificial intelligence as gamers, with Deep Learning Super Sampling. You're 74, you don't know what you're talking about.
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30:30 you can. But we just got the hardware developed.... You're asking why the pool isn't full, when we just started filling it. You can't have conversations with ai, because the best use cases are where limited hardware is going. Nvidia can't meet demand for 10 years. Every single server world wide has to be redone.... How can't you understand basic concepts like this?
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28:00 so let's get this straight. No new companies have ever come up to displace the current kings. Then, Nvidia, a company I've argued for a long time, is better managed than Apple, now ascends, and you say no... Despite understanding new companies lead every decade. I'll doubt Nvidia, Tesla, ascending to their natural spot as the decades next leaders..... K.... K.... K...... K......
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Remember, in 2020, Investors were calling Tesla the biggest bubble ever. The the company 10xd. These people can't calculate growth to save their lives.
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"once everyone got pcs, the boom was over". OK... Difference here is people didn't have pcs previously, so we didn't know the replacement rate... People have used Nvidia products before.... We know the replacement rate and price scaling.... I swear... Not everything is exactly like the past. THey say history RRHYMES. Not repeats itself verbatim. Jesus christ. Go talk to Nvidia customers dude.
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30:30 why are people so focused on themselves for artificial intelligence as to whether it's going to be beneficial or profitable? There are millions of businesses that you have never interacted with that are profitable and yet this one, if you specifically can't use it, it'd not worthwhile? Wtf? You guys never cared about semiconductor companies before and they were extremely profitable already....
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36;00 if you understand apple, you know Apple does not brand anything the same as anyone else. This is what they call their headset the vision Pro, and don't mention virtual reality. Apple doesn't call it Artificial Intelligence. They call it a Neural Engine. It's like, do you guys have lives or something? It's almost like you don't follow these companies, and just armchair talk randomly.... You can't do that if you want to understand a company, you have to actually understand the companies you follow, or, just say you don't get it. Like me with Broadcom. I'd don't follow those kinds of chips. I don't follow radio frequency chips, so I don't speak much on the company. But yet, you obviously don't follow Apple enough to understand their strategy, yet you talk about it.... Why.... Why.... It hurts.... Stop.
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30:00 any person that tells you the artificial intelligence has been around for a while to compare the current AI boom to previous artificial intelligence prove they don't understand what's going on right now. Artificial intelligence was done on cpus, and was idiotic. Keep in mind, artificial intelligence, just means algorithm, and any if then statement is technically an algorithm, and technically ai. This is why this is stupid. Current ai uses gpus, it's completely different. It requires the whole system to be redone, which is literally a trillion dollar endeavor. I hate how people just don't understand computers,.they are so important.
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