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$NVDA · Nvidia uses vendor financing to lock in ecosystem and block competitors like Google
now playing · $NVDA
$OPENAIbullish· high· posgreg jensen
Greg Jensen invested personally in OpenAI's first round in 2016 to access reasoning research
Jensen invested in OpenAI's first funding round around 2016 because they were uniquely pursuing the reasoning capabilities he believed were necessary for AI to surpass human intui…
$ANTHROPICbullish· high· posgreg jensen
Jensen wrote the first check into Anthropic when top scientists left OpenAI
Jensen led Anthropic's initial funding after key OpenAI scientists founded it, seeing their mission-driven approach as a unique advantage for retaining top AI talent in a competit…
$BRIDGEWATERneutral· high· posgreg jensen
Bridgewater runs Pure Alpha and a separate AI-native investing entity
Bridgewater operates two distinct investment engines: Pure Alpha (human-systematic) and a separate AI-first entity designed to generate uncorrelated alpha by building around AI ca…
$GLD···bullish· mediumgreg jensen
Gold reflecting geopolitical fragmentation and loss of US goodwill
Gold prices are rising as a barometer of geopolitical stress, capturing the shift to mercantilism and the collapse in global support for the US-led order.
$MSFT···bullish· mediumgreg jensen
Microsoft secured prime grid-connected land for data centers early in the power land grab
Microsoft has executed a superior land grab by acquiring all the best grid-connected land for data center power, forcing competitors to seek off-grid power solutions.
$NVDA···bullish· highgreg jensen
Nvidia uses vendor financing to lock in ecosystem and block competitors like Google
Nvidia's vendor financing deals are not bubble dynamics but a deliberate Standard Oil-style strategy to control the AI ecosystem by locking in partners who won't develop alternati…
$GOOGL···neutral· mediumgreg jensen
Google is Nvidia's true competitor pursuing full-stack AI down to custom chips
Google's vertical integration from chips to models makes it the only credible threat to Nvidia's ecosystem control, driving Nvidia's defensive vendor financing strategy.
$AMZN···neutral· lowgreg jensen
Amazon building its own AI ecosystem alongside Nvidia and Google
Amazon is developing a partial AI ecosystem as a third pole in the infrastructure land grab, though less fully described than Nvidia's or Google's.
$META···neutral· lowgreg jensen
Meta uses chip and power advantage to recruit scarce AI scientists
Meta compensates for talent deficits by leveraging its compute and power resources to attract the fewer than 1,000 cutting-edge AI scientists globally.
$THINKING-MACHINESbullish· lowgreg jensen
Jensen impressed by Thinking Machines' talent but notes it's too early to judge
Thinking Machines has assembled a strong team of AI scientists, but as a new entrant its ability to retain talent and achieve breakthroughs remains unproven.
$BABA···bullish· mediumgreg jensen
China rehabilitating Alibaba to mobilize private sector for existential AI competition
Beijing has reversed its crackdown on tech giants like Alibaba because it needs a functioning equity market and private sector innovation to compete with the US in AI, which it no…
$BTC···neutral· mediumgreg jensen
Bitcoin serves as a gold alternative for capital flight from distrusted governments
Bitcoin has merit as a censorship-resistant store of value and global payment rail in a world of declining institutional trust, but the crypto sector is rife with corruption and b…