Jensen Huang

“Anecdotally, for example, we never had organization charts. We didn't print them out. Jensen didn't like using words like divisions in terms of describing different operating groups, because for him, it was one NVIDIA.”

“One of the things he does is he criticizes in public. Okay, so he's got his team, he's got 40 direct reports, which is pretty weird, or 50 direct reports, and if somebody says somebody disagrees with or does something that he didn't like, he will in front of e…”

“His window into, you know, five or 10 years out in, in tech is, is unparalleled right now.”

“It works in the world of like small SaaS businesses where you're trying to make a marginal improvement on a, you know Small, you know, industry, if you're doing workflow software for plumbers, I'm sure that is a, like, reasonable approach. I don't think that E…”

“Jensen has like, 40 direct reports and doesn't do one-on-one.”

“He was the only large company, CEO in tech, who said, you know what? Deep learning is such a big idea, and this technology is pretty darn close, the GPU to what you need. I'm gonna pivot my whole company, and I'm just gonna be about deep learning. And he did t…”

“So he will tear people apart in public on stuff that they've not got command of, or he thinks they're wrong about, and he will, like, rip them to shreds, and leave them whimpering in the corner to lick their wounds but I think he then sort of forgets it and ho…”

“It's just, you know, so, so within NVIDIA, we used to have a, Jensen at the top, we had a layer of people whose job was to buffer everybody else in the company, actually. And so this buffer layer would deal with Jensen, which is great.”

“Everyone left them alone for 30 years, and they built a monopoly, and now he's, you know, picking up the checks on it.”

“A gigawatt is forty billion dollars to build out. Jensen says it's 50 or 60 if you use the next generation Vero Rubin chips. So let's say it's somewhere between 40 and sixty billion.”

“He reached out to Jonathan Ross literally just weeks ago, and the deal closed for twenty billion within two weeks. And he told his whole team, I want it done before Christmas, and it was done ahead of time.”

“It's incredible, like, why don't, it's amazing that people are listening to some random research firm versus listening to people like Stan Druckenmiller, Howard Marks, Ken Griffin, Steve Cohen, like, Mark Benioff, people like Mark Zuckerberg you know, Jensen W…”

“30% of the entire market is in China. He wants to sell those guys Nvidia chips, and there's simply no argument on God's green earth that's going to convince him that he shouldn't get that forty billion dollars of revenue from shipping chips to China.”

“And so, and Jensen, NVIDIA is one of our investors, and Jensen told me this, he once called me at midnight, and I was like, on his way home, cold call, and I knew it was him and I picked it up, and it was awesome... He was calling me back Because of an email I…”

“I think what's happening is the leaders are tipping. I think even Jensen told a story that, that he was battling with his own internal lawyers around the use of, I think it was cursor, and finally he just decreed. We're gonna do it. And I think I got that righ…”

“Of course, Jensen is in some sense self-serving with this letter, because the more open source models are developed, the more companies are going to be training on GPUs. They're going to be fine tuning on their own data. And it's just more and more spend. It d…”

“Jensen standing on stage with 96.2 billion dollar quarter and immediately went shopping nearing the thirteen billion dollar price tag with the 12.9 billion that they paid for hugging face, which was confirmed just after we did last week's recording.”

“All, whatever LLM, whatever inference is, he's committed to winning a majority stake, 70%, 80% of every dollar here, and so 12.9 is, you know, no way I think it's worth it in isolation, but if it helps reinforce that, it's utterly defensible.”