The Dwarkesh-Jensen interview made very clear the threat Nvidia faces: growing adoption of competitor chip designs spurred by limited compute capacity puts the company's margins at risk. Recently, AI labs' biggest cost center flipped from researcher time to compute capacity. This creates a huge incentive to figure out how to drive down the cost of chips. The analogy that came up in the interview was cars. Let's say you're a delivery company, and you use Ford vans. Then Hyundai comes to you…