what a bunch of bs as usual from Burry, lets not even talk about how atrocious the idea that thia startup is a 'competitor' to nvidia, just look at the market impact nvidia has, it built an ecosystem around itself and its customers just like what apple did with their products, yeah sure you can swap products but it may be incompatible with other nvidia products you already owned. If you bought a 100k product that needs nvidia ecosystem to work, would you just throw that away and use a random startup product? Morever, nvdia has tightly gripped the supply chain by its balls, even if you have the best design you won't be able to secure or get allocations for manufacturing the chips from TSMC unless TSMC is willing to violate contract agreements with nvidia
Michael Burry Says This AI Chip Startup Is 'Serious Competition' for Nvidia
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