Magistr and Maps
tag

strategy

2 posts
02 Reading the board from the standsI 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. 01 Nvidia, Oxide, and tinygrad through a Wardley lens — the long versionThe 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.