Fear is a much stronger motivator than greed, and right now, Nvidia’s biggest customers are terrified.

​They aren't spending billions on chips because they want to; they are doing it because the alternative is obsolescence. When your product is the only life raft in a flood, you don't need marketing, and you don't worry about price elasticity.

​I love owning a business where the customers are fighting each other to get in line. I’m simply sitting back and watching the survival instinct drive the revenue.

@Bridge Buzz SG