Sean Hollister

But in terms of like,

You don't want to necessarily miss being in the hard things.

You famously wrote reams about the Amazon Fire Phone and how Amazon wasn't able to be the platform owner there because they couldn't get the OS that they wanted onto phones.

They couldn't get a foothold there.

So now they have to rely on, can we sell hundreds of millions of Alexa devices into your home?

Can we get our foothold into people's homes and lives that way instead?

So here is NVIDIA.

seeing an opportunity but also possibly hedging a huge bet in case people decide that local ai is the thing and not cloud i and we don't trust the ai clouds with every single thing that we're doing in our personal lives if google if you know if if meta if microsoft decide at some point you know that they are the cloud owners you know if they decide at some point then amazon if they decide at some point

we want to back a different player instead for AI.

And if things keep advancing at the speed they're advancing, maybe somebody could leapfrog NVIDIA in the AI server realm.

It's not out of the realm of possibility given how much money is thrown out.

They've got a tremendous lead, but here is a huge hedge bet here.

Maybe they can also be the local AI provider, the core of your experience whenever you touch the device in the first place.

I feel like they could.

I feel I don't know if they want to.

They have one thing that Microsoft does tremendously well for everybody in that ecosystem is.

is they are the glue that pulls all the developers together and says, hey, we're all pulling together here.

NVIDIA also famously pretty good at that.

But I would say that Microsoft, if you want to make sure that the Adobe's of the world and the epic games of the world and so on, if you have the power of Microsoft to say, we are the OS, we are the Xbox company, we are the games company, we have all the relationships.

that we've spent all this time building.