The history of acquisitions mothballing the acquired assets or moving them off their original mission or letting them atrophy is too stark to support your optimism. Especially when nvidia has a direct incentive to to steer the ecosystem. For example are they going to highlight and surface alternative chip designs like grok? Or will model search mysteriously not find related models?

You're probably right. It was mostly hyperbole, but the older I get the more I think hyperbole does eventually come to pass in situations like this. It's gradual, though, not all at once.

Natural log cynicism and any cynicism about public corporations in our late-stage capitalism world is likely to look tame a year later. Or possibly too.