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I wouldn't say that they have a bad product, maybe it's fairer to say that they have a more generalised product? Whereas Google's TPU is much more specialised (as an example).

Linear Extrapolation is a good term to use! Nvidia's forward P/E ratio is currently lower than it was in early 2022. However, it's crucial to remember that these earnings are projected, not guaranteed. If Nvidia continues to surpass analysts' expectations for both revenue and profit, it's reasonable to expect the stock's remarkable growth to persist (barring any major macroeconomic setbacks). In the video, I argue that competition is on the horizon, primarily from big tech companies, who as a matter of fact, are also Nvidia's biggest customers (by far). Additionally, startups like Groq and traditional rivals such as Intel and AMD are entering the fray. I believe this competition will impact both Nvidia's sales volume (currently constrained by supply) and pricing power. For context, some H100 chips have sold for as much as $40,000 on eBay! While the video isn't investment advice, I believe Nvidia will continue to perform well due to the scale of the AI revolution, and frankly because they're also an excellent company. However, because I think that competitors will gradually erode Nvidia's moat and dominance in both hardware and software, I expect the company's market share in AI accelerators and profit margins to decline over time. I agree with you though that the numbers are becoming absolutely insane, and some people are being overly exuberant.

I appreciate the feedback! Perhaps I should have highlighted more the many attempts it can sometimes take to get as you say "the right quality and visual aesthetic". Also with Everything Everywhere All at Once and some of the other media examples I mentioned they used Runway's Studio Product which is more costly but faster for video production. But 2 of the main points I was trying to make in the video were that, the technology is a huge improvement to what existed before, and secondly it's only going to get better from here. By no means is it perfect but it's definitely exciting.

Fair point. I've subscribed to Gen 3 as well, and I do have to play around with the prompts to get what I want. Also the credits definitely go quickly, so I register your point about affordability! I think it's hard to argue though, that this isn't a massive step up in technology. The footage I showed in the video Runway says is from the Gen 3 model (I don't think they were lying). And that Gen 3 model is only 12 bucks a month to get started. Its definitely got its limitations, but I also think it's a massive step up, and it's only going to get better from here.

Yes, I heard it's ridiculously expensive attempts...it's like a casino's one-arm bandit. YOu might get an acceptable result after many many many attempts that burn up the credits!