Comment by wavemode

Zuck is founder and owner. So is Huang (Nvidia CEO). They call all the shots.

Whereas AMD's CEO was appointed, and can be fired. Huge difference in their risk appetite.

I'm reminded of pg's article "founder mode": https://paulgraham.com/foundermode.html

I think some companies simply aren't capable of taking big risks and innovating in big ways, for this reason.