FOUR: Thirty Days

“When David Kirk arrived at Nvidia’s offices for the first time, in 1996, he could see at once that the company was doomed. Kirk was a graphics expert who consulted throughout the Valley, which was like being a connoisseur of failure. He had watched a great many start-ups falter, including his own, and Nvidia exhibited all of the symptoms of a company hurtling toward insolvency. The employees looked haggard and demoralized, the quirky product didn’t fit with the market, and the supposedly chummy founders were now deadlocked in a “technical discussion” that was obviously more than just a discussion and obviously about more than just technology.

FIVE: Going Parallel

“Kirk and Huang each combined a commanding breadth of technical expertise with a talent for low cunning. As Nvidia succeeded, many of the other graphics start-ups failed. Huang, sensing opportunity, created a master list of competitors on the whiteboard in his office. Then, in consultation with Kirk, he identified the two or three best engineers at each company and began strategizing on how to poach them.

Kirk recalled showing off the Riva 128 to a competitor at a trade show. When the engineer saw what it could do, he gave up on the spot. “I hired him within a few days—and that killed that company, right?” Kirk said. “Because, you know, I removed its brain.” Kirk, mild and professorial, had a predator’s instincts. “We had all the geniuses from all the other start-ups, and as we were successful in overtaking more and more of these little companies, the remaining companies had a harder and harder time staying alive.

Disruptive technologies, Christensen had observed, often grew out of hobbyist communities. They were developed using “bootlegged resources” in which “off-the-shelf components” were redeployed for something other than their intended purpose. They started out wonky but rapidly improved along attributes of performance that established players ignored.

But even once you had absorbed this lesson, it wasn’t easy to implement. Pursuing niche markets cost profits, making investors question your sanity. This, too, Christensen had foretold: “One of the reasons managers at established firms find it difficult to serve emerging markets is that their investors and customers tell them not to.”

That was the real secret of The Innovator’s Dilemma, which readers often missed. It was not a book about how to succeed; it was a book about how not to fail. Christensen’s book wasn’t a how-to for start-ups but a counterinsurgency manual for senior managers at stagnating firms. Thirteen years in, Huang felt that Nvidia was at risk of becoming such a firm, and it was as much paranoia as optimism that led him to pursue the mad-science market.

This was a little surprising, for while working at Nvidia was stimulating, it was never exactly fun; the corporate culture that Huang fostered was closer to Microsoft than Google, closer to IBM than Apple. But years earlier, Chiu, the Taiwanese physicist, had told Huang that he’d allowed him to do his “life’s work.” The phrase had stuck with Huang, and now he wanted to offer that same opportunity to his staff. “We want NVIDIA to be a place where people can build their careers over their lifetime,” the company wrote in its annual report. “Our employees tend to come and stay.”

The appeal lay in what Nvidia allowed you to achieve. It was not a secret that Huang pushed people hard. Thus, he attracted determined workaholics seeking to establish legacies as inventors. In the same way that a bestselling author didn’t stop writing, even many wealthy Nvidia engineers kept showing up to work each day to attack difficult technical problems. Those engineers collectively held more than fifteen thousand patents, but there was always something left to build.

Two fringe strains of computer science, starved of investment, hated—no, detested—by industry and researchers alike had somehow unified to form a thriving, sprawling entity now careering toward sentience. “I just thought, there is no way that Nvidia is this lucky,” Aarts said. “There’s no way that deep learning just fits this perfectly because Nvidia has never put any effort into it!”

Huang called it “luck, founded by vision.”

For Dally, it was Huang’s tireless work ethic that made Nvidia succeed. Even Dally, who left no spare second in his day, could not quite believe the superhuman efforts of his boss. “The rest of us are just here to reduce the bandwidth demands on Jensen,” Dally said. “I mean, when does he sleep?” Diercks agreed: “His hobbies are work, email, and work.”

Plenty of people worked long hours, though. Jens Horstmann attributed Huang’s success to his adaptability. “I’ve often asked myself, how is it that we started in the same cubicle, you know, with a similar IQ, both working equally hard,” Horstmann said. “How is it that this person not only built this amazing company, but also a network around him of people that—that would just die for him if needed?” Huang, Horstmann believed, had changed himself many times. He recalled Huang at LSI, pushing the simulation software to its outer limits. “Now, he’s still doing the same thing, but what he’s engineering is himself. He was not born as a great CEO; he was not destined to be one. He transformed himself into one, just by abstracting! Just by problem-solving the inputs and outputs of what a good CEO should be.