Gurley told OpenTable CFO they would reach 99% market share, not 17%, due to network effects understanding.
“And he said, oh, no one gets more than 17% market share, all the businesses I've worked with. Because I believed in network effects, I was like, we're gonna get 99.”
Gurley states NVIDIA holds 98% of purchased AI workloads when captive workloads are excluded.
“If you just look at, I guess, workloads people are purchasing to do work on their own, so you take the captives out, you're at 98, right?”