CUDA, every mention
15 scenes · ← back to CUDA
tap a year for its mentions
every year anyone Steeve Morin 6Harry Stebbings 5Jerry Murdock 3Varun Mohan 2George Sivulka 2Vince Hankes 1Matt Murphy 1Jason Lemkin 1Guy Podjarny 1Andrew Feldman 1
Verbatim, from the transcripts: the passages where CUDA comes up
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 3:16 Jason Lemkin Open doesn't need CUDA.
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 1:03:31 Matt Murphy To, uh, kind of obfuscate the underlying chips and technology stacks like CUDA, etc.
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 9:02 Jerry Murdock It's about making sure that CUDA can also support ASICS chips, and they're going to have to go out and make sure that they can get, you know, they know what's coming. 3 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 8:49 unnamed speaker TPU that can also be rolled out to everyone with all the cutest support that Nvidia has, but even if it's just used internally, first of all, and I can save that twenty billion dollars of profit, hell, I got to look at that if I'm, if I'm… 2 times in the scene
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 24:59 Andrew Feldman In inference, the truth is, nobody cares about CUDA.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 1:22:06 Harry Stebbings Cuda locking is bullshit. 2 times in the scene
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- ▶ 21:44 Varun Mohan And I think maybe an example of this that I like to bring up is even a company like NVIDIA, I think everyone outside looking in is like, CUDA is the real moat. 2 times in the scene
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 42:01 Harry Stebbings A lot of people place defensibility around Nvidia's kind of CUDA lock-in. 3 times in the scene
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 0:06 Steeve Morin Like, who gives a shit about CUDA?
- ▶ 4:11 Steeve Morin The, probably the most important one is the PyTorch CUDA, um, I would say Duo, and that's very, very hard to break. 4 times in the scene
- ▶ 36:49 Steeve Morin Like who gives a shit about CUDA?
George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
- ▶ 43:24 George Sivulka And we could talk about what that means for NVIDIA, especially as, ah, you know, NVIDIA has a stranglehold on training, but, you know, ah, not as much a stranglehold on inference, and so you might actually see, um, ah, other chip makers,…
- ▶ 53:28 George Sivulka Uh, and they, they created CUDA, which is the way that, as I mentioned before, almost everyone learns how to train models.
Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- ▶ 3:10 Guy Podjarny Uh, so I think those are just between the manufacturing, the IP, the, uh, the, the processes to be able to deal with that, um, uh, uh, CUDA and the whole kind of development environment on top of it.
Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
- ▶ 20:24 Vince Hankes They open source the inference framework called Triton on top of GPUs and CUDA to ultimately drive more efficacy and scalability of inference.