Man, he wrote so much it's hard to find something he said only once or twice.

How did this come about? Sources in Santa Clara tell SemiAccurate that GF100 was never meant to be a graphics chip, it started life as a GPGPU compute chip and then abandoned. When the successor to the G200 didn't pan out, the GF100 architecture was pulled off the shelf and tarted up to be a GPU. This is very similar to what happened to ATI's R500 Xenos, but that one seems to have worked out nicely in the end.
http://www.semiaccurate.com/2010/01/...anufacturable/

This rant is pretty famous, you'll probably remember it. And after reading it through, it actually is "semi-accurate". While he did overplay how bad the 480GTX would be, he was spot on about the card being "unmanufacturable", nvidia have not been able to market a 512 shader part after a year of making them. They are either broken or they can't get to target clocks without going over 300 watts.

ATI have much more room to move on 40nm, beating the 480 isn't impossible for them as long as they're careful about it.