It’s a neat little PR headspace he’s gotten himself into. Basically any time a reporter is surprised they can call him and get a quote along the lines of “people should not be surprised when they are occasionally surprised, and they should anticipate being surprised some more in the future.” Really helps fill out the word count for the day.
It may not have been obvious to a certain type of investor, but many here on HN have said that Nvidia is overvalued. Also given the speed of which many others have court up to OpenAI, it wasn't unreasonable to expect someone to overtake them or find an alternative path.
*"Google 'We Have No Moat, And Neither Does OpenAI'" - https://semianalysis.com/2023/05/04/google-we-have-no-moat-a...
This may just be Taleb retrofitting terms to give him talking time. So while yes, it was entirely predictable, if you actually research what you're buying into and understand it... which most don't.
It’s mildly hilarious that you’re deriding Taleb for thinking (and investing) at a level that all of bubble-chasing investment houses are incapable of achieving. He’s made so much money precisely because this thing you’re describing as so stupidly obvious, is actually, not, stupidly obvious to people.