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    Nvidia won, we all lost

    (blog.sebin-nyshkim.net)
    977 points todsacerdoti | 13 comments | 04 Jul 25 21:58 UTC | HN request time: 0.867s | source | bottom
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    dagaci ◴[05 Jul 25 14:03 UTC] No.44472883[source]▶
    Jenson has managed to kneel into every market boom in a reasonable amount of time with his GPUs and tech (hardware and software). No doubt he will be there when the next boom kicks off too.

    Microsoft fails consistently ... even when offered a lead on the plate... it fails, but these failures are eventually corrected for by the momentum of its massive business units.

    Apple is just very very late... but this failure can be eventually corrected for by its unbeatable astroturfing units.

    Perhaps AMD are too small keep up everywhere it should. But compared to the rest, AMD is a fast follower. Why Intel is where it is is a mystery to me but i'm quite happy about its demise and failures :D

    Being angry about NVIDIA is not giving enough credit to NVIDIA for being on-time and even leading the charge in the first place.

    Everyone should remember that NVIDIA also leads into the markets that it dominates.

    replies(4): >>44473190 #>>44473279 #>>44475387 #>>44476078 #
    1. Mistletoe ◴[05 Jul 25 14:55 UTC] No.44473190[source]▶
    What is the next boom? I honestly can’t think of one. Feels like we are just at the Age of the Plateau, which will be quite painful for markets and the world.
    replies(7): >>44473226 #>>44473422 #>>44473474 #>>44473982 #>>44474898 #>>44475237 #>>44475516 #
    2. alanbernstein ◴[05 Jul 25 15:00 UTC] No.44473226[source]▶
    Humanoid robotics
    replies(3): >>44473321 #>>44473392 #>>44473747 #
    3. chriskanan ◴[05 Jul 25 15:15 UTC] No.44473321[source]▶
    This will be huge in the next decade and powered by AI. There are so many competitors, currently, that it is hard to know who the winners will be. Nvidia is already angling for humanoid robotics with its investments.
    4. mtmail ◴[05 Jul 25 15:24 UTC] No.44473392[source]▶
    and skynet
    replies(1): >>44476187 #
    5. debesyla ◴[05 Jul 25 15:29 UTC] No.44473422[source]▶
    As all the previous booms - hard to predict before it happens. And if we do predict, high chances are that we will miss.

    My personal guess is something in the medical field, because surely all the AI search tools could help to detect common items in all the medical data. Maybe more of ozempyc, maybe for some other health issue. (Of course, who knows. Maybe it turns out that the next boom is going to be in figuring out ways to make things go boom. I hope not.)

    6. xeromal ◴[05 Jul 25 15:36 UTC] No.44473474[source]▶
    It's just because we can't know what the next boom is until it hits us in the face except for a tiny population of humans that effect those changes
    7. mdaniel ◴[05 Jul 25 16:21 UTC] No.44473747[source]▶
    relevant: Launch HN: K-Scale Labs (YC W24) – Open-Source Humanoid Robots - https://news.ycombinator.com/item?id=44456904 - July, 2025 (97 comments)
    8. thebruce87m ◴[05 Jul 25 16:57 UTC] No.44473982[source]▶
    VLM / VLA.
    9. tmtvl ◴[05 Jul 25 19:22 UTC] No.44474898[source]▶
    I'm gonna predict biotech. Implanted chips that let you interact with LLMs directly with your brain. Chips that allow you to pay for stuff by waving your hand at a sensor. Fully hands-free videoconferencing on the go. As with blockchain and current LLMs, not something I fancy spending any time with, but people will call it the next step towards some kind of tech utopia.
    replies(1): >>44476249 #
    10. bgnn ◴[05 Jul 25 20:19 UTC] No.44475237[source]▶
    Jensen id betting on two technologies: integrated silicon photonucs, aka optical compute + communication (realistic bet), and Quantum computing (moonshot bet).
    11. ◴[05 Jul 25 21:02 UTC] No.44475516[source]▶
    12. alanbernstein ◴[05 Jul 25 22:46 UTC] No.44476187{3}[source]▶
    Not THAT kind of boom
    13. thfuran ◴[05 Jul 25 23:01 UTC] No.44476249[source]▶
    >Chips that allow you to pay for stuff by waving your hand at a sensor

    You've been able to do that relatively cheaply for at least a decade. Nobody really does because the market for even minor surgeries that can essentially be replaced by having a pocket is pretty small.

    Implanted neural interfaces have a lot of technical challenges that I think make them extremely unlikely as purely elective procedures in anything like the immediate future. AR glasses are way more plausible.