NVDA's success goes probably extremely deep into Jensen's character, the leadership team he built and the industrial context of the time. It is unclear to me how much of it is really useful in the foresight.
NVDA's success goes probably extremely deep into Jensen's character, the leadership team he built and the industrial context of the time. It is unclear to me how much of it is really useful in the foresight.
The fact that Apple now depends a lot on services for profitability has changed their priorities and ethos quite a bit, and I think the late-2010s depths of shitty hardware and software QA demonstrated that.
While the specifics are of limited use, they do point to very useful generalities. Leader character. Leadership team. Deep understanding of the technology and industry. Long-term technological leadership. And avoiding Wall Street's quick-buck predators - and their twisted mindsets - as much as possible.
- Make big bets - Build core, differentiating technology - Lead by example - Science the sh*t out of operations and finance
The market rewards innovation in the aggregate, but if you’re a founder trying to make it big, there’s still a lot of luck involved.
Strong organizations are usually bottom up, with a lot of ownership and direct contact between people doing the work and ones steering the ship.
Once founder ceo leave, it is an inevitable slide into decay.
That doesn't imply that you cannot get meaning from the story.
This is the naivete of many founders but it extends beyond startups and it is something embedded in human beings. There is no logical reason that you can copy the material and human context where NVIDIA, Apple, etc were born.
I assume you mean can't
Replicating Google/NVDA/etc today is useless.
Building a future Google/NVDA is extremely hard and draws little inspiration from the current Google/NVDA.
"Every moment in business happens only once" (P. Thiel, From Zero to One)