Nvidia

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fix that. >> What about the inverse question? Not what you think is craziest, but like what consensus thing you think is wrong? >> One of the things I keep coming back to is this question of Nvidia. I am bullish on Nvidia in the short term. And you know, Nvidia, you should never bet against them. They're always going to reinvent themselves. But like fundamentally I think one thing that surprises people is when I tell them that hey if you look at you know Hopper to Blackwell to Reuben and you compare like for like like what is the performance per watt of Bloat 16 multiply it hasn't improved all that

>> One of the things I keep coming back to is this question of Nvidia.

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