Thread

1. cbm-vic-20 · 1790341487 · focus · HN ↗

   I had a fair amount of shares of TDFX back in the day, rode it all the way to their bankruptcy. NVDA bought the scraps and left retail shareholders like me with nothing. In a different reality, if 3dfx could have survived to the AI-era...

   1. saturn8601 · 1790351192 · focus · HN ↗

      Really nice background in the recent book The Nvidia Way. The gist of it was Jensen recognized that having the best chip once wasn’t enough.

      The result: Nvidia organized around delivering something new every six months. This meant a new architecture followed by two improved derivatives over an approx 18 month period. That turned 3dfx’s development schedule into a trap.

      Conclusion: disciplined execution above all else.

      Its interesting how even I didn't realize how competitive he was...until after the market realized recently. Wish these books would come out a year earlier than they did. :/

      I guess i'm not cut out for stock trading. I'm always arriving as the train is departing both in real life and on the market.

      1. kristianp · 1790372881 · focus · HN ↗

         > Nvidia organized around delivering something new every six months

         That explains the SUPERs that were released seemingly very quickly after the original models. Looks like the 5 series will miss out on that due to the ram shortages and prioritising their HBM server models.

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