Xueba's computing system

Chapter 279 The Inertia of Civilization

The subsequent trend of NVIDIA’s stock price was completely consistent with Lin Yuan’s speculation.

After falling from 140+ to the bottom of over 110, NVIDIA began a vigorous recovery.

For a large company with a market value of about 3 trillion US dollars, this round trip means more than 5000 billion US dollars in wealth.

Such shocks often occur in the stock market, and many people's wealth has shrunk during such shocks.

The stock market is like a violently vibrating sieve, and most people will be sifted out through the mesh.

Lin Yuan took advantage of NVIDIA's volatility, first shorting and then going long, and accumulated a huge amount of wealth in a short time.

If someone asked him what the secret of stock trading was, he would definitely say, "As Sun Tzu's Art of War says, if you know yourself and your enemy, you can fight a hundred battles without danger."

In simple terms, it means: I know more information than you.

In this NVIDIA incident, there is also excitement beyond the stock price.

Prior to this, the total market value of AI technology stocks represented by NVIDIA exceeded the annual GDP of most countries on Earth. Such super-sized technology companies were previously regarded as a symbol of technological advancement.

Although people like Lin Yuan who know the truth know how much bubble there is, the world is not clear.

After that, although NVIDIA's stock price recovered, people inevitably had a concept in their minds - these giants are not invulnerable.

When NVIDIA's stock price fell 17 points in one day, many people cheered overnight, lamenting the collapse of the Eagle Sauce AI empire.

And after NVIDIA's stock price rose again within a few days, many people started praising it again, and even mocked those who did so before, saying, "Your uncle is still your uncle."

People always like to revel in appearances, but Lin Yuan had already foreseen the development of things.

As long as NVIDIA's GPU computing power cards remain the world's leading computing power card, it will never fall. As long as AI training still cannot get rid of its reliance on large computing power, GPU computing power cards will never be replaced.

Even though the DS model relies much less on computing power, the improvement is not exponential.

A 10% improvement compared to a 100% improvement can only be regarded as a great advancement in technology application, not a technological breakthrough.

When the cost is reduced to only 10%, the application areas of AI will be expanded. Then the base of AI applications will be expanded, which in turn will lead to more demand for GPU computing cards.

Just as the upgrading of textile technology caused a large number of hand-woven textile workshops in ancient times to go bankrupt, the reduction in fabric costs stimulated the expansion of demand. In modern times, the number of people engaged in the entire textile and clothing industry chain is much larger than in ancient times.

Therefore, Lin Yuan quickly realized that NVIDIA is currently irreplaceable. The only way to really kill NVIDIA is to make a GPU computing card that surpasses it.

But some people don’t understand.

When they see NVIDIA in trouble, they celebrate the demise of their opponent, and when they see their opponent succeed again, they become discouraged.

Lin Yuan thinks these people should read "On Protracted War".

Because they need to recognize the core contradiction rather than linger on the surface of the problem.

Although the United States has a lot of problems in various fields, it still has a strong foundation in the high-tech field.

Take the GPU computing card as an example.

From chip design tools to chip materials, to lithography machines, and the concentration of related talents, from the perspective of the entire semiconductor industry chain, Eagle Sauce is still in a leading position.

The cost advantage of DS's large language model is only a leading link in the entire semiconductor industry chain. Of course, such a breakthrough is very important, because the collapse of a thousand-mile dam always starts from the first ant hole. However, a breakthrough in one point cannot completely reverse the disadvantages of the entire industry chain.

The world's favorite plot is that a hero saves the world, just as they hope that the DS large language model will bring down the entire semiconductor industry chain of the United States.

But they forget that they are the ones who truly save the world.

It is because each of them is better than the ordinary people on the opposite side that the entire group can take the lead.

For example, for the hundreds of people in DS company, are their parents outstanding people in their respective fields?
Lin Yuan actually checked it out of curiosity, and the facts were consistent with his prediction.

Even the founder of DS came from the countryside.

As for those engineers, most of them come from ordinary families.

So, what does this prove? It proves that the extraordinary is often born from the ordinary.

If we look back further, most of the people who built the foundation of this country came from ordinary people.

Of course, some people are always used to looking at the occasional person who comes from a scholarly family. But if you take a handful of beans and throw them out, the beans will always be scattered everywhere.

If you always look at problems through a filter, you will always get the answer you imagine.

"Look, that so-and-so was born into an extraordinary family..."

If personal dissatisfaction with reality is mixed into this confused cognition, it will become even more confusing.

We might as well focus our attention on those who are truly changing their lives and the world, and we will find that at this time, everything is fair.

Promoting the development of human society has never been the exclusive right of a few people. The most beautiful thing about human beings is that all extraordinary things are born from ordinary things.

If this is wrong, the world would have been corrupted long ago.

Why do we say that every ordinary person is the real hero who saves the world? First, their will will form a collective will; second, although they are ordinary, their descendants may be extraordinary.

It is precisely because of the little bit of unwillingness in the hearts of every ordinary person that they are willing to invest in the education of their future generations.

Even parents who don't value education the most cannot accept that their children have no books to read.

No matter how much the value of academic qualifications depreciates, people still hold on to them. Because thousands of years of history have proven everything - almost all changes come from scholars. No matter whether the change is positive or negative, whenever the tide of history comes, scholars are like filters, always able to intercept key changes in advance and react in advance.

Reading is as common to us as eating, sleeping, drinking water, or breathing air. We think it is commonplace, but it is not the case when we look at the world as a whole.

This huge gap in concepts is the inertia of a civilization.

The most powerful thing about an ancient civilization is that it summarizes excellent historical experiences and forms the inertia of civilization on this basis.

Relying on these inertias, the overall governance cost will be greatly reduced.

By reducing overall management costs, we can surpass our competitors in various scientific research issues over time.

Therefore, Lin Yuan finally realized that the biggest difference between himself and Musk was their different birthplaces.

Because of the difference in the soil beneath his feet, Lin Yuan firmly believes that his achievements in this lifetime will eventually surpass Musk.

(End of this chapter)