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Tuesday, February 27, 2024

But The Chinese Can Do It -- Even If The #1 Tech Company In The US Can't -- February 27, 2024

Locator: 46927EVS.

Link here.

Imagine: F, GM, Stellantis, Lucid, Polestar, Rivian, trying to do this when even Apple couldn't. What Elon Musk / Tesla has done in 20 years is incredible.

At the link, be sure to read the social commentary. Some interesting comments about Rivian.

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NVDA vs AMD

Link here.

This is not new or unexpected. This has been pointed out before but in a different format. 

If this is the gap between Nvidia and AMD imagine the gap between Nvidia and the other chip companies.

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