NVIDIA: The CUDA Bet, the AI Infrastructure Monopoly

Synthesis: Seven Patterns, Five Decisions, and the Question That Matters

Twenty companies, seventy years, one through-line. The seven strategic patterns that appear across every case study, the five decisions that determined outcomes, and what it all means for building companies today. Want to explore the strategic frameworks from all 20 companies? Check out the full online course at https://svstrategy.xyz

OpenAI & Anthropic: The AGI Race, Safety Economics, and Governance

OpenAI launches ChatGPT and reaches 100 million users in two months. A forensic analysis of the AGI race, the capped-profit structure, the Altman firing, and what AI safety as a business model actually means. Want to learn more about the governance-growth paradox in AI companies? Check out the full online course at https://svstrategy.xyz

NVIDIA: The CUDA Bet, the AI Infrastructure Monopoly

Jensen Huang bets the company on CUDA in 2006 when no one cared. Nearly two decades later, NVIDIA owns the infrastructure layer of the AI era. The longest long bet in tech history. Want to learn more about how developer ecosystems create hardware moats? Check out the full online course at https://svstrategy.xyz

Web3, Crypto & the Metaverse: Navigating the Hype Cycle

A rigorous look at crypto and Web3 through the Gartner Hype Cycle. What's real, what's speculative, and how to think about decentralized systems strategically. Want to learn more about decentralized governance and blockchain as trust architecture? Check out the full online course at https://svstrategy.xyz

Web 2.0, Mobile & the Platform Wars: Every Advantage Rewritten

The iPhone kills the incumbent internet. Twitter, Snap, and the companies that thrived by understanding what mobile made possible that desktop never could. Want to learn more about platform disruption and how the smartphone rewrote every competitive advantage? Check out the full online course at https://svstrategy.xyz