Magistr and Maps
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strategy
2 posts
02
Reading the board from the stands
I ignored Nvidia for two years. Then two interviews flipped me — on Jensen as the best Wardley strategist alive, and on what I actually wanted while watching him.
2026-07-09
1,875 words
wardley mapping · ai · nvidia
01
Nvidia, Oxide, and tinygrad through a Wardley lens — the long version
The long version: three AI-compute value chains mapped and ranked — Jensen the strategist, Oxide's durable niche, tinygrad's right target and wrong method — plus the bezzle counter-thesis and a live co-design exhibit.
2026-07-09
6,548 words
wardley mapping · ai · nvidia