> Nvidia selling more GPU's at the cost of it's datacenter business is pretty close to Kodak selling digital cameras at the cost of film.

This assumes a) AI is a zero-sum game, and b) we're actually talking about on-prem AI will replace cloud-based AI. I think neither statements are true.

AI is like compute: we'll need all sorts of it, in various sizes, everywhere. I'm sure Nvidia whats to own all the workloads.

On the other hand, I do think open weight, like open source, will win in general.

It will take about 35 years for digital camera sales to reach Kodaks profit margins. The market growing and companies raising the economy are not zero-sum. Nvidia/Kodak killing the golden goose is zero-sum. When the difference is your valuation crashes that's zero sum for the company, just not for everyone else.

My only concern is if we can limit the economic impact from lowering investments and causing a 40% market collapse circa 2008/9.

But they won’t with the Chinese around long-term and other tech companies that have capabilities. This is a short term bottleneck.