After years in the trenches of Silicon Valley, I've seen firsthand how the right AI hardware can make or break a company. I'm sharing the hard-won lessons and contrarian insights I wish I had when I started, from navigating the GPU shortage to building our own custom silicon.
The Counterintuitive Truth
In NVIDIA, the best practitioners often do less, not more.
The lesson: the best solutions are often the simplest ones. It sounds simple. It's incredibly hard to execute.
The Reality Nobody Talks About
A lot of the advice on NVIDIA rests on assumptions that made sense five years ago. The world has moved on.
The first thing to understand is that customer feedback is the only metric that matters. I've seen this play out across dozens of companies. The pattern is unmistakable.
Many teams spend months on the wrong path before realizing that the market doesn't care about your roadmap. Once they make the switch, everything changes.
The Framework That Actually Works
Here is a simple framework for evaluating NVIDIA. It's not complicated, but it requires discipline.
Step 1: you need to move fast and break things
This is where most people go wrong. They skip this step entirely and jump straight to execution. Don't do that.
Step 2: customer feedback is the only metric that matters
Once you have the foundation right, this becomes much easier. I've watched founders struggle with this for months when the answer was staring them in the face.
Step 3: Iterate relentlessly
Nothing works perfectly the first time. The companies that get NVIDIA right treat it as an ongoing process, not a one-time project.
The AI Angle
Any discussion of NVIDIA in 2026 has to include AI. As someone who's invested in Anthropic, OpenAI, Scale AI, and Hugging Face, I have a front-row seat to how AI is transforming this space.
The short version: AI makes good practitioners better and bad practitioners worse. It's an amplifier, not a replacement.
Some teams use AI to get far more out of NVIDIA. Others spend heavily on AI that solves the wrong problem. The difference comes down to understanding what you're actually trying to achieve.
This connects to broader themes around TPU, NVIDIA, AI cloud, AI chips, quantum computing that I've been thinking about a lot lately.
What's Next
Best practice in NVIDIA is changing fast. What worked last year might not work next year. That's both the challenge and the opportunity.
My advice: stay curious, stay humble, and stay close to the people who are actually doing the work. Read less thought leadership and do more experiments. Talk to fewer consultants and more practitioners.
If you're building in this space, the best time to get NVIDIA right is before you need to. Don't wait for a crisis to force your hand.
I'll keep sharing what I learn. This stuff matters too much to keep to myself.
Frequently Asked Questions
Q:What experience informs this perspective?
This perspective comes from over a decade of building companies in Silicon Valley, two successful exits (RemoteTeam to Gusto, MovieLaLa to Gfycat), and investing in 234 startups including Anthropic, OpenAI, and Scale AI. I write about what I've lived.
Q:What's the most common pushback you get on this?
People often push back by citing exceptions or edge cases. And they're usually right that exceptions exist. But building a strategy around exceptions rather than patterns is a losing game for most founders.
Q:How has this view evolved over time?
My thinking on most topics has changed significantly over the years. Early in my career, I held many conventional views that experience proved wrong. I try to update my beliefs when the evidence changes.