🚩 2 red flags in Nvidia’s $100B investment in OpenAI.

This is a big investment, a big uh vote of confidence from Nvidia, which obviously makes up the vast majority of OpenAI's infrastructure and hopefully gives OpenAI the opportunity to continue to find that revenue that they're missing right now. There kind of two different red flags or I'd say at least yellow flags that are in my mind right now. The first is that we're exiting kind of version one of this generative AI market.We haven't seen someone hit that Google moment or that iPhone moment where the reven ...