The speaker relays the view that a chip startup may produce one chip but is unlikely to have the manufacturing process to release a new frontier-level chip every year, which explains NVIDIA's leading position.

“And so he was like this, this individual's point of view was maybe a chip startup can build one chip, but guess what? They're not gonna have the machine to constantly pump out a new chip every year and stay at the frontier, um, from the chip standpoint, and that's why NVIDIA's king.”