“NVIDIA is fighting an OpenAI chip team, a Broadcom chip team, a Google chip team, an Anthropic chip team, a Meta chip team, an Amazon chip team. These guys are fucking good… As great as Lisa Su is, she took down Intel, who is incompetent, right? It's very different than being second place.”

I don't know Nikesh too well. I've met him once. I mean, I think he's awesome, but like technically, like Palo Alto has shipped hardware, right? Like that's definitely a part of their business. But like, is it the same thing as at NVIDIA leading edge, doing crazy stuff? I mean, like, look at Blackwell was amazing. Blackwell, if they did not do what they did with Blackwell, they would have lost a lot of market share. They decided at the last second what to do. I mean, shoot, you know, with Volta, they added, they decided to add the TensorCore like three months before they taped it out. Who would have said, yeah, let's just push out the current thing. Let's add it into the current thing. They would have been like, oh, let's add it to the next thing. If they add it to the next thing, how much further behind would they have been in AI? NVIDIA never would have established dominance, right? It's these technical, and it's not like you're fighting like, no, no, no knocks against Palo Alto Networks, but their competitors are like not that amazing versus NVIDIA is fighting an open…