CUDA, every mention
10 scenes (2025) · ← back to CUDA
tap a year for its mentions
every year 2025 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
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.