Wow, @justyy! This deep dive into NVIDIA's meteoric rise is absolutely captivating! The comparison to the late 90s B2B tech boom and the analysis of their full-stack AI strategy, particularly the CUDA ecosystem, are incredibly insightful. It's fascinating how NVIDIA's focus on a closed ecosystem has given them such a competitive edge in the generative AI revolution.

I especially appreciate your honesty about the rapid shifts in the tech landscape, as highlighted by your experiences with social media. The points about Blackwell and Rubin shipment guidance are a great inclusion.

Fantastic post, offering a well-rounded perspective on NVIDIA's current dominance. What are your thoughts on how sustainable NVIDIA's growth is in the long term? I would love to read more on this in the comments!