“If you had invested all the money that went into alternative semiconductor companies into NVIDIA on the dates that those rounds were announced, you'd have made four times more money.”

The MAD Podcast: How AI Gets Built - with Matt Turck · State of AI 2026: The Biggest Stories of the Year (and AGI in 2027?) | Nathan Benaich

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What was described

compare returns of investing money that went into alternative semiconductor companies versus investing the same money into NVIDIA at the dates of those rounds

4x more money

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