I wonder if it deals more with the approachability of software applications. If I even begin to think I’d compete with NVIDIA delivering similar hardware, I’d very quickly realize I was an idiot. Meanwhile as a single individual, there is still a reasonable amount of commercial markets of software I really do have some chance at tackling or competing against. As software complexity rises it’s becoming far less tractable than it was in say the 90s but there are still areas individuals and small sums of capital can enter. I think that makes the sector alluring in general.
Hardware is just in general capital intensive, not even including all the intellectual capital needed. So it’s not that it’s uninteresting or even a commodity to me, it’s just a stone wall that whatever is there is there and that’s it in my mind.
Hardware is just in general capital intensive, not even including all the intellectual capital needed. So it’s not that it’s uninteresting or even a commodity to me, it’s just a stone wall that whatever is there is there and that’s it in my mind.