I do agree! They execute extremely well and Huang deserves praise for that. I just don't see him as a visionary leader shaping the industry in the same way that e.g. Jobs was. In an alternate world where the NSA doesn't create bitcoin and OpenAI is never founded, NVidia would be a stable, reliable producer of consumer electronic parts.

how can you be sure though we wont find a good use of computing triangles in that alternative universe? that technology would always have abstract value, how it is impmemented will depend on market forces but you have to admit, they know how to go with the flow, maybe to an extent where it seems like they just keep getting lucky