Lucent
company on 2 shows · 1 statements across 1 episodes · said 1 times in 1 episodes since 2019
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2019 1 mention in 1 episode
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1 statements about Lucent, every show
Tunguz: Nvidia revenue concentration is 10x worse than Lucent during dot-com bubble
“So Nvidia, two customers for Nvidia represent more than 40% of revenues. Four percent represent more than 50% of revenues. I went back and looked at the dot-com era, the networking companies. NVIDIA is 10 times more concentrated in terms of revenue than Lucent…”