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And there was the one day where NVIDIA had the largest market cap in the world earlier this year. And I do think that represented a phase transition. Once that happened, they probably had, um, more attention than was good.
I think a year ago, two years ago, in retrospect, NVIDIA would have been a good buy, you know, I think at this point, everybody it's, it's, it's sort of too obvious that they're making too much money. Everyone's going to try to copy them on, on the chip side. Maybe that's straightforward to do. Maybe it's not, but, but that's, you know, I'd say probably, um, you should, you should, if you, if you want to figure out the AI thing, you should, you should not be asking this question about, um, you k
They're, they're making, they're, I think everybody else is losing money collectively. Yeah. Everyone else is just spending money on, on the computer. So it's, it's one, it's one company that's making, I mean, maybe there's a few other people that are making some money.
if I were in your place, I would still get the business out of China. I would get the computers out, the people out. I'd completely decouple it from ByteDance because TikTok will be banned 24 hours after the Taiwan invasion.
my intuition for what is going to happen without making any normative judgments at all is it is going to decouple.
I think it's probably quite tricky even to invest in Chinese businesses.
I certainly would not try to invest in a company that competed domestically inside China. I think that's virtually impossible.
Um, again, I, I, I, I, I, I would say, um, my, again, my, my, my, my big, my big qualification is, you know, my model is AI feels like it does feel uncomfortably close to the bubble of 1999. So I'm, we haven't invested that much in it. Um, and, uh, I, I, I want to have more clarity in investing, but, uh, but the, the, uh, the simple simplistic question is, you know, who, who's going to make money? Um, you know, I think a year ago, two years ago, in retrospect, NVIDIA would have been a good buy,