Nvidia's $110B vendor financing strategy mirrors Lucent's telecom bubble playbook. Analyzing customer concentration, GPU-backed debt, depreciation schedules & cash flow patterns to assess AI bubble risks.| Tomasz Tunguz
My summer break in 2014 had a theme of sorts, which was “back to basics”. I wanted to forget everything I could about work and fiddle with more interesting stuff – less abstractions, less wondering, more concrete, down-to-earth stuff.| Tao of Mac