nvidia
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For venture capital investors, the standard exit playbook is being rewritten in real-time. The news of Nvidia’s 20 billion dollar agreement with Groq is the latest and largest example of a trend that should have every GP and LP on high alert: the rise of the reverse acquihire. At first glance, a 20 billion dollar…
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Jensen Huang is why we continue to hold Nvidia albeit a very small position now after delivering ~1,000% return to investors in three years. Jensen (CEO of Nvidia) on the Joe Rogan Experience, dropped one of the most incredible founder stories I’ve ever heard. It’s a masterclass in integrity, tough conversations, and strategic pivots. Back…