One of these kids! The Big Short on the comfort carousel!
Can you guess which one?
The One Kid Doing Its Own Thing
There’s something almost cinematic about the current AI landscape. Everyone’s sprinting toward the same finish line — compute, models, scale, repeat — and the PNL sheets look like a bonfire of capital. It’s The Big Short all over again: a cast of giants convinced the system will hold because it always has.
Except for one kid in the corner doing something different.
NVIDIA is the obvious outlier — the house selling the shovels in a gold rush. But outside of NVIDIA, the only player not marching in lockstep is the one doubling down on Video — creativity, not prediction; expression, not imitation. Nvidia doesn’t have just one single AI model; rather, they develop and release a family of open and specialized foundation models tailored for different AI disciplines, ranging from advanced chatbots to physical AI and robotics.
While everyone else is burning billions to chase the same model‑driven dream, this one is building the engine for the next creative frontier. And when you look at the PNL chart, the contrast is almost mythic:
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Massive spend.
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Minimal revenue.
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Risk passed downstream like a hot potato.
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And one player quietly building something orthogonal to the frenzy.
It’s the same lesson we see in endurance sport, in coaching, in marriage, in any long game worth playing: The crowd is almost always wrong about what matters. The real breakthroughs come from the ones willing to do their own thing, even when the spreadsheet says they shouldn’t.
Go ahead a nd. give it a look here:
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