@shanaka86 so, isnt it more because those 3 are the priviledge that get to stand at the front of the queue to get as much of their hands on Nvidia GPUs, if they dont, others will get in line.
One thing I’ve learned over my meandering career of building businesses in many different industries:
First movers must master cannibalism if they have any shot at dominating a category long term.
This is where most founders struggle.
It’s exhausting to perpetually tear yourself apart in order to survive when you were first in a category.
The Innovator’s Dilemma is not a dilemma at all - but an existential threat to your very survival. New players have no regard for your early precedents.
They take what you’ve done, learn from it, steal some of it, improve upon it, and then try to kill you - hoping that you have grown complacent in your creeping obsolescence.
You will never have peace.
Until you retire or sell your business.
The revolutionary must stay in a perpetual state of revolution.
Look at Jensen Huang:
"When you build a company from scratch, and you’ve experienced real adversity, and you’ve quite honestly almost gone bankrupt a few times, that feeling stays with you... I don't wake up proud and confident. I wake up worried and concerned."
Cannibalize yourself or be killed.
Here’s the heretical thought:
What if the Fermi paradox is explained by civilizations that built AI…
and then stopped climbing the Kardashev ladder because they found something more compelling than stars?
A reader sent me this cartoon, which is a pretty perfect representation of the Time Wealth idea in the book...
Your time is your most precious asset. Act accordingly.