Gurley calls the Altman-Masa plan to compete with Nvidia radical given AMD and others have decades head start.
“There are already people competing with Nvidia. AMD's competing with Like, there are other people that have somewhat of a head start. Like decades.”
Gurley cites Morris Chang arguing Taiwan's chip competitiveness stems from labor model incompatible with US norms.
“Morris makes the point that the reason Taiwan is competitive has to do with the labor model that exists there and the type of work people are willing to do and your ability to retain them. And he walks through his history of hiring in Texas and other parts of”
Gurley says Morris Chang identifies Vietnam or India as likely disruptors, not advanced economies like the US.
“And his says the country must more likely to disrupt Taiwan would be Vietnam or India, Not an advanced culture.”