Jensen Huang built a company where the founder can still touch every major decision without creating bottlenecks. The "no 1:1s" policy forces information into the open. The CUDA ecosystem is a moat that compounds. NVIDIA succeeded not by building hardware but by building a platform that makes switching costs astronomical.
Jensen Huang maintains founder control. "No 1:1s" policy forces group decisions. Flat structure despite scale.
Pivoted from gaming to AI before market saw it. Crypto mining bust absorbed quickly. Continuous architecture iteration.
Jensen is the knowledge hub but pushes context down. CUDA ecosystem is institutional knowledge.
Fabless model provides flexibility. TSMC dependency is risk but not rigidity.
Top AI talent wants to work here. Stock appreciation helps retention. "Founders mentality" culture.
Fabless means low capex. R&D is the spend, which is flexible.
CUDA platform creates learning loops. Developer ecosystem compounds. Architecture generations every 2 years.
"NVIDIA succeeded not by building hardware but by building a platform that makes switching costs astronomical. The CUDA ecosystem is a moat that compounds."
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