Gavin Baker compares Jensen Huang to Michael Jordan and advises AI chip startups: just be happy to be on the court with him. "[Jensen is] in a very, very good position in his strategy of being vertically integrated but horizontally open." "Let's say there's some accelerator that emerges that is really, really, really good. Almost certainly it will be better if it can plug in." "If you're a semiconductor CEO, the only thing you should ever say is, 'Thank you, Jensen. Thank you for creating this opportunity. Thank you. How can we work with you? We want to enable you.'" "My rule of thumb for accelerators, every 1% share today is probably worth $100 billion. So there's no need to go head-on with Nvidia." "Just try to find a way to plug in, but just be nice to him. Be nice. It's all personal." "Have you ever seen game tape of the Chicago Bulls when Jordan was... it's game 50 of the season... and he's a little bored, and then somebody who's kind of young decides, 'I'm gonna talk shit to him because we're beating him.'" "Just don't do that. Just like, 'Hey Michael, man, I'm so happy to be on the court with you.'" @GavinSBaker @DavidGeorge83(a16z)