Jensen

“There are a lot of first time founders who are phenomenal. Like I think, you know, you think about Jensen from Nvidia, he's been, I think that's his first startup. It's turned out quite good, right? So that's the sort of thing where you'd also don't want to so…”

“The price to performance ratio continues to improve. I don't see that stopping. NVIDIA is a fantastic company. They've, Have a track record of innovating. They have a track record of new products. You better believe Jensen's driving his team super hard on what…”

“Jensen is the Steve Jobs of our era.”

“I think the CEO of the Year is Jensen. And I like them, but the other thing I like about Jensen is sort of rethinking the role of the CEO. He's rethinking the CEO playbook. I think he's a pretty good inspiration for CEOs out there today.”

“I think that the two people who have, the two categories in the stack that didn't meaningfully exist at scale in SAS and cloud land that exists now are the GPUs, which is all Jensen and the models. Neither of those kind of categories even existed. And obviousl…”

“Nvidia is making so much money, it's almost incomprehensible. So I think Jensen knows he's got to give up some of it.”

“And my guess is this will lead to the rise of open source models more, more proficiently. And that it's going to lead to the rise of ASICS chips, because what's going to happen with ASICS is you're going to put the model on the chip. You know, ASICS is going t…”

“I mean, look, you know, a lot of people like to criticize meta here and there about being behind the game, but they had the balls to say no to Jensen. Sorry, Jensen. We don't need you. So why did he do that? Because he's betting on a six chips. No question abo…”

“And that depreciation is going to start hitting, and they're going to be firing people because they need to give it to Jensen.”