absolutely fascinating overview of the hard/software competitive market pulled together here. a great stab at trying to figure out the competitive landscapeon the technical front. I would say, a must read.

on the investment front of when. how long, and who the threats to de throne Nvidia will really affect company value , harder to see....suffice it to say it will happen and we may not see it coming. Jensen has done a great job from offering the initial "full stack" to broadranging partnerships and licensing agreements as well as buy outs to build an Nvidia "moat"....but moats are always subject to the threat of new technology and processes, since they were invented in the history of warfare.Many times the threat was not forseen or predictable......