The abridged version of my latest Substack post. You can find the full essay as
NVIDIA is a long-term bet against Moores’ Law on The Puzzle and its Pieces.
Most success stories credit strategic foresight, technological innovation, and adaptability. But what if foresight is overrated? What if trying to predict the future limits strategic success rather than enabling it?
NVIDIA’s rise wasn’t about accurately predicting AI dominance. It was about recognising a fundamental shift in computing: the end of Moore’s Law as we knew it. Instead of chasing the next big application, NVIDIA built a flexible platform—GPUs and CUDA—that could adapt to whatever came next. Gaming, crypto, AI? These weren’t planned steps; they were emergent opportunities.
This isn’t just about NVIDIA. It’s a powerful lesson for leaders navigating disruption today. Instead of trying to predict the future, what if we built strategies that embrace uncertainty?
You can find the full essay as
NVIDIA is a long-term bet against Moores’ Law on The Puzzle and its Pieces.
Image: Engine, Raysonho @ Open Grid Scheduler / Scalable Grid. English: Jensen Huang at SC18. November 12, 2018. Own work. https://commons.wikimedia.org/wiki/File:JensenHuangSC18.jpg.
