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  3. /The 4.5T dollar elephant in the room
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  3. /The 4.5T dollar elephant in the room
Last activity 16 days agoPosted Nov 10, 2025 at 12:32 PM EST

The 4.5t Dollar Elephant in the Room

DustinEchoes
51 points
15 comments

Mood

heated

Sentiment

mixed

Category

other

Key topics

Nvidia
AI Market
Think Tanks
Market Manipulation
Debate intensity70/100

The article discusses NVIDIA's significant market influence and potential risks, sparking debate among commenters about the company's power and the integrity of related research.

Snapshot generated from the HN discussion

Discussion Activity

Moderate engagement

First comment

3h

Peak period

8

Hour 3

Avg / period

3.8

Comment distribution15 data points
Loading chart...

Based on 15 loaded comments

Key moments

  1. 01Story posted

    Nov 10, 2025 at 12:32 PM EST

    16 days ago

    Step 01
  2. 02First comment

    Nov 10, 2025 at 3:06 PM EST

    3h after posting

    Step 02
  3. 03Peak activity

    8 comments in Hour 3

    Hottest window of the conversation

    Step 03
  4. 04Latest activity

    Nov 11, 2025 at 9:10 AM EST

    16 days ago

    Step 04

Generating AI Summary...

Analyzing up to 500 comments to identify key contributors and discussion patterns

Discussion (15 comments)
Showing 15 comments
soared
16 days ago
2 replies
This looks like a think tank problem more than an NVIDIA problem. If you work at a think tank, and you do research, and public companies are capable of doing harm to your career - your think tank is a weak facade that will give up its core ideals and bow to corporate overlords.

Think tanks should think, and not give a shit what other people think. Unless they’re partisan aligned, and will give up “thinking” to tow the party line. In which case it’s just veiled political influence hiding behind a moniker, which is really what think tanks are. So I’m thinking now - nonstory. Everything is working as intended.

triceratops
16 days ago
2 replies
> tow the party line

"toe" not "tow". As in standing with your toes touching a line drawn by the party. Not pulling the party's line - whatever that means.

foobarian
16 days ago
1 reply
TIL about this term's origins!

> act of "toeing the line," most likely from a combination of nautical discipline and athletic races. In the Royal Navy, sailors had to stand with their toes against a line on the deck for inspection, while in sports, runners line up with their toes at the starting line

And while I'm here I'll mention a couple other terms I never knew about:

Slave:

> The English word "slave" originates from the word "Slav," which was used in Medieval Latin (\(<<!nav>>sclavus<<!/nav>>\)) to refer to people of Slavic origin who were frequently captured and sold into slavery during the early Middle Ages.

Pothole:

> A (potentially legendary) origin story suggests the name came from potters digging clay from roads, creating the holes

Eddy_Viscosity2
16 days ago
> Pothole

The version I heard was that broken pottery was used to fill in the holes that developed naturally in the roads.

tialaramex
16 days ago
Yes, the metaphor here is that of perhaps a military officer drawing a line and soldiers are expected to stand along the line, so their toes will touch the line. It's about obedience.

Early examples are clearly about standing in an orderly formation, and also sometimes use alternative words such as "mark" instead of "line" - which wouldn't make sense for tow. You could tow a line, but it's unclear how one might tow a mark.

YetAnotherNick
16 days ago
Yes what do harming career even mean? Nvidia filing defamation case or doing something public is probably more problematic to Nvidia than think tank. Now one could imagine doing something more private like blocking the funding, but I don't think Nvidia can pull this off without anyone knowing, at least not to all the think tanks.
t1234s
16 days ago
2 replies
I keep thinking the shorts are trying to trigger an nvidia (and the greater AI market) selloff.
bdangubic
16 days ago
1 reply
that seldom-to-never works out
t1234s
16 days ago
1 reply
I think it sort of lightly worked with that guys blog post "The Short Case For NVIDIA" and all the initial hype with DeepSeek
bdangubic
16 days ago
Agree 100% on DeepSeek but “The Short Case for NVIDIA” - as intelligently as that was written - don’t think had effect (hopefully no one read that and actually went through with it unless they have deep pockets to wait it out)
cyanydeez
16 days ago
Also known as currently same.
supportengineer
16 days ago
1 reply
Market cap is what you get when you multiply a fantasy price by a real share count.
cyanydeez
16 days ago
And you dont need to account for debt or externalities.

Most of capitalism runs on the same incomplete logic as LLMs, which explains a lot.

kykat
16 days ago
NVIDIA has been known to threaten gaming GPU revieweres before all this AI boom, so...
rramadass
16 days ago
This graphic from Bloomberg putting NVIDIA at the center of everything going on in AI space explains better why it is "the elephant in the room" - https://news.ycombinator.com/item?id=45857834
View full discussion on Hacker News
ID: 45878342Type: storyLast synced: 11/20/2025, 12:32:34 PM

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