News Nvidia Wouldn't Exist if CEO Could Turn the Clock Back 30 Years

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Nothing wrong with owning the full stack, if you executed on it well, you would have dominance like MS did back in the day.
That's exactly where Ballmer went wrong. Windows could never compete in Mobile, because MS wasn't a dominant phone maker, like Apple and so it had to sell its OS. But, you can't sell a phone OS when Android is free. Hence, Windows Mobile was doomed from the start. There were also numerous missteps along the way, but even if those hadn't been committed, MS was still never going to win that war.

Cloud is another one. Microsoft was charging too much for the Windows licenses, and not nimble enough to cater to cloud users' demands. There were probably other factors, but I'm not an authority on cloud computing, so I'll leave it there.

Apple is another thing MS got wrong. Instead of insisting on competing with them, Nadella simply ported .Net to iOS so you could have write-once apps that ran on iOS and everywhere else. That unlocked the most lucrative phone market for .Net developers that would've stayed walled up if Ballmer kept thinking he could beat back Apple and wedge himself into the mobile market.

And paying for software? Heck, a lot of the people who weren't already pirating it had started switching to Google Docs instead of MS Office, using Linux instead of Windows Server, etc.

Some people don't mind as long as the prices are reasonable.
Compared to SAS (Software as A Service) and paying every month, many would rather buy once, and use forever.
I would rather a reasonable up-front cost. However MS Office licenses were never reasonably priced unless you have some kind of special discount. And I'm 100% with you that I'd rather own a license than pay a subscription to Office 365.

For businesses, it's very different. Due to accounting rules, I've heard they generally prefer to pay subscriptions and services. Especially when it comes to owning expensive servers, which are a depreciating asset. My employer even pays twice as much to lease our laptops as it would cost to buy them outright, because the accounting works out better.

No, I'm not a nVIDIA insider, but given the age of his two children (who are old enough to now work for their father), I'm not surprised that he would be grooming them to take over.
In this country, you need a better qualification than age and genetics. Plus, history is full of spoiled children of successful parents, or children who didn't get the good genes. Anyway, I've said enough about this. I was rather shocked that you even went there.

I'll bet a big reason the world has had so many dynasties is that too many plebs go along with it so willingly. Dynasties are rarely good. The founders of the USA were decidedly anti-aristocracy, after having seen its many failings and excesses in the Old Word (i.e. Europe).

"When comparing the financial metrics of NVIDIA with those of similar companies in the semiconductor industry, and when Huang’s human capital was factored in, it was discovered that NVIDIA’s valuation would have been 15% lower if he had not been at the helm."
I don't understand how someone can reach such conclusions. I mean, sure, you can try to guess what would happen to the share price tomorrow, if he announced he was leaving, but that's probably as far as it goes.
 
That's exactly where Ballmer went wrong. Windows could never compete in Mobile, because MS wasn't a dominant phone maker, like Apple and so it had to sell its OS. But, you can't sell a phone OS when Android is free. Hence, Windows Mobile was doomed from the start. There were also numerous missteps along the way, but even if those hadn't been committed, MS was still never going to win that war.
That's because Bill & Steve didn't see the writing on the wall that SmartPhones could be used to sell applications, something that Steve Jobs saw and pushed.

They had the platform with Windows Mobile, they just never saw it as a consumer platform and only relegated it to business only which was their mistake. Something they never recovered once iOS & Android took over.
Cloud is another one. Microsoft was charging too much for the Windows licenses, and not nimble enough to cater to cloud users' demands. There were probably other factors, but I'm not an authority on cloud computing, so I'll leave it there.
Cloud is it's own beast, but Amazon got there first and setup shop and developed their own API stack that many people build their business on.

Apple is another thing MS got wrong. Instead of insisting on competing with them, Nadella simply ported .Net to iOS so you could have write-once apps that ran on iOS and everywhere else. That unlocked the most lucrative phone market for .Net developers that would've stayed walled up if Ballmer kept thinking he could beat back Apple and wedge himself into the mobile market.
They were to stubborn to admit defeat after having dominated the DeskTop PC market.
They didn't want to admit defeat, it's their arrogance and ego that prevented that.

And paying for software? Heck, a lot of the people who weren't already pirating it had started switching to Google Docs instead of MS Office, using Linux instead of Windows Server, etc.
Or using Libre Office or a whole host of non MS-Office based Office Suites.
But at the end of the day, MS-Office still dominates and runs smoother with less issues.

MS Office is the "Measuring Stick" that all Office Suite Applications are compared to for a reason.


I would rather a reasonable up-front cost. However MS Office licenses were never reasonably priced unless you have some kind of special discount. And I'm 100% with you that I'd rather own a license than pay a subscription to Office 365.
That's where 3rd party CD-Key vendor sites have become popular.
You can get Official MS Office CD-Key's for FAR cheaper than what MS charges at retail due to volume licensing keys.

For businesses, it's very different. Due to accounting rules, I've heard they generally prefer to pay subscriptions and services. Especially when it comes to owning expensive servers, which are a depreciating asset. My employer even pays twice as much to lease our laptops as it would cost to buy them outright, because the accounting works out better.
That's some weird ass accounting rules to make that work.

In this country, you need a better qualification than age and genetics. Plus, history is full of spoiled children of successful parents, or children who didn't get the good genes. Anyway, I've said enough about this. I was rather shocked that you even went there.
He's Taiwanese / Asian, Family Corporate Dynasties are a thing, whether you like it or not.
Granted his children are Half Taiwanese, Half American, but the same rules apply.
It's old school keeping the power within the family.

I'll bet a big reason the world has had so many dynasties is that too many plebs go along with it so willingly. Dynasties are rarely good. The founders of the USA were decidedly anti-aristocracy, after having seen its many failings and excesses in the Old Word (i.e. Europe).
When it comes to governments to run the people, yes.

But when it comes to companies, don't be surprised where many companies are passed down lineally from father to son. Just look at the Ford motor company and how it got passed from Father to son to grand son, etc.

I don't understand how someone can reach such conclusions. I mean, sure, you can try to guess what would happen to the share price tomorrow, if he announced he was leaving, but that's probably as far as it goes.
Because the success of nVIDIA has been almost 100% dictated by Jensen Huang's decisions.


Good/Bad, his finger prints are all over nVIDIA history.

The acrimonious break-up between Apple & nVIDIA over Bump-Gate, that's all Jensen Huang and how he handled PR & Business dealings.

The reason he went to Samsung for the RTX 30 series for the mainline consumer GPU's, that's all Jensen Huang's negotiation tactics with TSMC CEO backfiring on him.

The dominant position that he has in the GPU market & AI, that's all Jensen Huang as well.

It's far from perfect, but it's messy, it's real, it's all Jensen Huang.
 
That's because Bill & Steve didn't see the writing on the wall that SmartPhones could be used to sell applications, something that Steve Jobs saw and pushed.

They had the platform with Windows Mobile, they just never saw it as a consumer platform and only relegated it to business only which was their mistake.
Sorry, I don't believe a word of it. For one thing, Nadella took over in 2014 - the iPhone launched in like 2008. For another, there's no way Ballmer didn't have his sights set on the consumer handset market.

But at the end of the day, MS-Office still dominates and runs smoother with less issues.

MS Office is the "Measuring Stick" that all Office Suite Applications are compared to for a reason.
I never said MS Office wasn't good at what it does. I have had a handful of bad experiences with using MS Word on huge documents, but overall they're decent tools and have lots of dedicated users. The imitations I've used all feel like imitations. I can't comment on Google Docs, because I simply haven't used it much.

The point I was trying to make is about the business model of selling MS Office licenses. Anyway, I remember MS was talking about SAAS for a long, long time. So, I'm not saying Nadella started all of that - just that I think he managed to embrace it in a way Ballmer didn't, because it means transforming the business into a service-oriented one.

That's where 3rd party CD-Key vendor sites have become popular.
You can get Official MS Office CD-Key's for FAR cheaper than what MS charges at retail due to volume licensing keys.
Resale of license keys 100% violates the license ToS, however. It's against forum policy to discuss this sort of thing, so that's all I'm going to say about it.

He's Taiwanese / Asian, Family Corporate Dynasties are a thing, whether you like it or not.
But this is the USA, it's an American company and its investors have an expectation of the best talent and a right to insist on it. Even if his children are good-tempered and well-educated, it's not enough that they be merely adequate.

The other thing, and it's really a separate point, but I've made no secret of the fact that I think Huang succeeded more by luck than by talent. Even if I'm wrong, the probability that any of his kids will have that exact right 1-in-a-million mix of skills, experiences, and qualities that made their father so successful is pretty low.

Granted his children are Half Taiwanese, Half American, but the same rules apply.
It's old school keeping the power within the family.
That's fine for a family restaurant or corner store. For those kinds of businesses, you don't have to be great, but merely good. Also, in those and many other businesses, generational wisdom can count for something because they change slowly. These factors don't really apply to tech.

But when it comes to companies, don't be surprised where many companies are passed down lineally from father to son. Just look at the Ford motor company and how it got passed from Father to son to grand son, etc.
I'm not saying it doesn't happen. It's just not the best way to find talent.

Because the success of nVIDIA has been almost 100% dictated by Jensen Huang's decisions.
Even if we assume that, they didn't say 100% of its value was him - they said 15%!

The dominant position that he has in the GPU market & AI, that's all Jensen Huang as well.
Again, I can't agree with Jensen being 100% responsible of Nvidia having the best GPUs. He doesn't design or program them, you know? There are tons of people working for Nvidia. It's not like an ant colony or bee hive, where they're all merely thoughtless workers.
 
I can't say I blame the guy.

Most people have the mistaken view that a CEO works like 5 hours a week and plays golf all the time. This is a propaganda caricature. CEOs of successful companies often times miss their children's most important moments, they lack hobbies, and have very few friends. It ends up that their company is all they have.

And very few clothes... especially jackets
 
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