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Jason Gorman

And AMD's CEO suddenly got really good at her job at around the same time. You'll note in the longer-term trend that the ramp-ups began at around the same time OpenAI was formed.

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Jason Gorman

But they're not the only ones whose management suddenly got super-capable around the same time

Microsoft stock price over the last 35+ years, showing a sudden ramp-up at around the same time as NVIDIA and AMD
Jason Gorman

Google, Meta etc... same trend. They all suddenly got super-capable leadership around 2016-17. Did they all go on the same CEO course? We may never know.

But it's totally down to skill, and not a massive grift that began in 2016. I can assure you of that.

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