this post was submitted on 11 Nov 2026
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One could say that Job's was much more influential in terms of how Apples products were designed and marketed and that was very important in gaining public mind share. Huang seems to just be a general CEO type that is easily replaceable and is only successful due to having the best hardware for a specific job, they literally have products that sell themselves because nobody else has this technology moat.
Nvidia is a $4 trillion + business now but it is pure luck that they feel into that position. Who could have know that introducing CUDA in 2004 would lead to them being a core component in AI in almost 20 years later? Yes, they maximized this position with some very questionable business practices but it is just pure luck they got there. 5 years ago most of the general public had even heard of Nvidia and if they had many of them called it Nevada!
What I am saying is, how much of Nvidia technology success on the back on Huang and how much of it is just that he happened to be the founder of a company that was in the right place at the right time?
It is a shame, I was waiting for the AI bubble to pop/deflate and to see Huang have to get up on stage and present a GPU that is just for gaming. That would have been fun to see.