Really nice background in the recent book The Nvidia Way. The gist of it was Jensen recognized that having the best chip once wasn’t enough.

The result: Nvidia organized around delivering something new every six months. This meant a new architecture followed by two improved derivatives over an approx 18 month period. That turned 3dfx’s development schedule into a trap.

Conclusion: disciplined execution above all else.

Its interesting how even I didn't realize how competitive he was...until after the market realized recently. Wish these books would come out a year earlier than they did. :/

I guess i'm not cut out for stock trading. I'm always arriving as the train is departing both in real life and on the market.