Is NVIDIA like Sun from the Dot Com Bubble?

Every so often we like to give our Oxide and Friends hot takes (or as Adam puts it "Bryan getting trolled on Twitter"). This time, a viral tweet suggests that NVIDIA is on the same trajectory as Sun Microsystems on its ascent during the Dot Com Bubble. From two alumni of Sun's rise and fall: maaaaybe not.
In addition to Bryan Cantrill (mastodon.social/@bcantrill) and Adam Leventhal (mastodon.social/@ahl), speakers included Todd Gamblin (hachyderm.io/@tgamblin).
Some of the topics we hit on, in the order that we hit them:
• The Tweet! (x.com/ErrataRob/status/1804018865145315529)
• OxF: Innovation Stagnation? (share.transistor.fm/s/f0c79828) -- wherein we forgot to read the tweet
• Framework laptop RISC-V mainboard (frame.work/blog/introducing-a-new-risc-v-mainb…)
• Tadpole SPARCbook (computinghistory.org.uk/det/32324/Tadpole-SPAR…)
• OxF: A Requiem for SPARC with Tom Lyon (share.transistor.fm/s/b8d12de1) -- we're RISC dead-enders
• Acquired on NVIDIA: part I (acquired.fm/episodes/nvidia-the-gpu-company-19…), part II (acquired.fm/episodes/nvidia-the-machine-learni…), part III (acquired.fm/episodes/nvidia-the-dawn-of-the-ai…), Jensen (acquired.fm/episodes/jensen-huang)
• RIVA 128 (en.wikipedia.org/wiki/RIVA_128)
• OxF: Steve Jobs & the Next Big Thing (share.transistor.fm/s/bc06a9c9)
If we got something wrong or missed something, please file a PR! Our next show will likely be on Monday at 5p Pacific Time on our Discord server; stay tuned to our Mastodon feeds for details, or subscribe to this calendar (calendar.google.com/calendar/ical/c_318925f418…). We'd love to have you join us, as we always love to hear from new speakers!