Jensen Huang, every mention
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every year anyone Harry Stebbings 132Jason Lemkin 26Stan Boland 10Brian Halligan 10Shiv Rao 9Rory O'Driscoll 9David Cahn 8Jerry Murdock 7Sanjit Biswas 6René Haas 6
Verbatim, from the transcripts: the passages where Jensen Huang comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 0:09 Harry Stebbings This week, AGI's arrived, according to Jensen Huang.
- ▶ 11:09 Harry Stebbings Jensen Huang declared that AGI has arrived. 2 times in the scene
- ▶ 27:51 Jason Lemkin Maybe that's what, I don't think that's what Jensen meant by AGI, but maybe it is.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 0:18 Harry Stebbings Jensen hits it out of the park, baby, and Nvidia nears 12.9 billion dollar deal for hugging face.
- ▶ 1:14 Harry Stebbings 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… 2 times in the scene
- ▶ 9:25 Jason Lemkin , it just needs to, it's just clear, and that was why that memo from a couple weeks back, or memos that Jensen did his first tweet ever, right, in support of open weights, they just have to win, he's just committed to winning everything.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 48:42 Harry Stebbings Seems to be working for Jensen.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 54:23 Harry Stebbings Jensen's like, I'm working on Nematron, I'm buying Poolside.
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 15:56 Jason Lemkin Jensen says there's a budget, our free, I don't know what's going to be, seventy billion this year.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 14:48 Harry Stebbings Jensen doesn't give a shit whether you put it on a frontier or an open source. 3 times in the scene
- ▶ 40:03 Jerry Murdock I mean, Elon, Jensen, Zuckerberg, they all qualify for that definition, but you look at, um, you look at these other companies that you say, wow, fireworks looks to be like that.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 58:17 Jason Lemkin Cause Jensen's out there all the time.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 20:33 Harry Stebbings When we look at Jensen's letter that he did on X, how did you read that? 3 times in the scene
- ▶ 21:17 Anastasios Angelopoulos 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. 2 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 0:16 Harry Stebbings Number one, Jensen Huang breaks his silence on X with a 50 company open weights letter that dun dun dun, Anthropic and Dario has not signed.
- ▶ 1:41 Harry Stebbings Jensen Huang breaks his silence, he produces his first ever post on X, and it's an open weights manifesto, and it's signed by some of the biggest companies in the world, Microsoft, Meta, IBM, many others, um, 6 times in the scene
- ▶ 15:48 Rory O'Driscoll Which is why I think Entropic might have the easier part of the lobbying in Washington, which is an emotional town, which I think, going back to the thing, is why I think everyone reacted so vehemently, and Jensen did the letter, because…
- ▶ 21:01 Jason Lemkin That's what I think the whole point of the Jensen tweet is. 2 times in the scene
- ▶ 30:45 Harry Stebbings Uh, we mentioned obviously NVIDIA and Jensen there, and you don't get fired for buying IBM.
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 28:16 Matt Murphy You know, it's, um, it takes a special team, especially if you're going to compete with Jensen and a lot of other, uh, options out there right now.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 8:10 Lin Qiao Um, I had this fun, interesting conversation with Jensen after his GTC keynote. 3 times in the scene
- ▶ 20:17 Lin Qiao Remember, it goes back to Jensen's comment, there's no specialized general company.
- ▶ 41:56 Lin Qiao At the same time, I think Jensen has a five layered cake. 2 times in the scene
- ▶ 45:23 Harry Stebbings Why does Jensen skip your layer of the cake? 5 times in the scene
- ▶ 1:21:18 Harry Stebbings What's your biggest lesson from working with Jensen Huang on what makes him so special? 10 times in the scene
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 56:16 unnamed speaker I just got back from two weeks in China and Hong Kong, which I didn't appreciate being taught us on the other side of the great firewall is that now I think Jensen was right about, about this because when you're in China, 3 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 34:19 Aravind Srinivas And so if Jensen produces a better chip, it's great for us.
- ▶ 1:30:17 Harry Stebbings You've met Jensen Huang. 7 times in the scene
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 2:08 unnamed speaker So I think that we are just at the beginning of this amazing moment when Jensen calls it like youthful AI and like, uh,
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 58:29 Brendan Foody I really like Jensen 4 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 5:47 Harry Stebbings Jensen Wang said this week, sorry, on AI capex infrastructure spend that would reach three to four trillion by 2030. 2 times in the scene
- ▶ 41:56 unnamed speaker And it's entirely credible, it's entirely credible that if Jensen's correct, going back to the thing, and if CapEx is shock-hearted, three trillion a year,
- ▶ 51:14 unnamed speaker Renting out chips because Jensen's your buddy and you're a good customer, that's worth two, two, four, three trillion? 2 times in the scene
- ▶ 1:12:28 unnamed speaker That's the Jensen comment.
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 2:26 Harry Stebbings And then on the other hand, we look at, you know, your Jensen Huang last night who comes out and says we're going to be spending three to four trillion on AI infrastructure by 2030.
- ▶ 10:13 Andrew Feldman And this explosion in demand that Jensen described, alright, and that we very much agree with is happening, that's because people are using it every day.
- ▶ 41:12 Andrew Feldman I, I think even Jensen told a story that, that he was battling with his own internal lawyers around the, the use of, I think it was cursor, and finally he just decreed.
- ▶ 44:05 Andrew Feldman I, I think, um, I think, uh, let, let's remove all of us that are self-interested, and even though I'm arguing against my self-interest, right, um, if you remove me, and you remove Jensen, you remove Lisa, and you remove everybody in the…
- ▶ 55:12 Harry Stebbings You said about trying and trying again, you know, Jensen said before that he wishes there were companies he had invested in and about
The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 1:25:57 Cliff Weitzman And there was a presentation that Jensen made, um, as part of the earnings call, and it was just like this amazing example of how they could render a world, and we were like, this is a completely different level of technology.
Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
- ▶ 35:19 Harry Stebbings No, when I thought good, I just thought of Jensen and bloom energy.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 30:41 unnamed speaker Now, Jensen will make the argument as he did on the podcast, dude, it's a mistake.
- ▶ 34:11 Harry Stebbings Yeah, we love Janssen. 2 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 23:06 Jason Lemkin But Jensen stressed about
- ▶ 47:09 Rory O'Driscoll Um, Jensen will take a order provided we give them cash and therefore go public.
- ▶ 1:38:57 Rory O'Driscoll When the momentum turns against you, you wish you'd sold, and when I meant, I mean, you know, Jensen's glad he didn't sell NVIDIA any time along the way. 4 times in the scene
- ▶ 1:41:44 Rory O'Driscoll Frontier models are as dangerous as uranium, and Janssen clearly thinks that's bullshit.
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 1:40 Harry Stebbings Uh, exceptional man, but I wanted to start, and we were just chatting, I was running around the park listening to the Dworkesh and Jensen episode, and I was like, I don't think Jensen came out very well. 8 times in the scene
- ▶ 12:58 Harry Stebbings Well, this was really going to be one of my main questions, which is, you know, Jensen very clearly said, AI won't kill software.
- ▶ 21:16 Harry Stebbings It almost reminded me of when Jensen went on TV and was like, oh, every engineer should be spending. 3 times in the scene
- ▶ 46:37 Harry Stebbings Jensen said in the show, oh, I wish we'd invest in Frontier Models.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 21:05 unnamed speaker But, but no one knows this better than Jensen, right? 2 times in the scene
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 12:27 Anjney Midha Five, at the, at VivaTech in Paris, you have President Macron and Jensen standing on stage next to Arthur, a thirty-three-year-old scientist unveiling a gigawatt AI infrastructure facility in Paris.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 35:54 unnamed speaker And Jensen said, within a year, we can get this into production.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 1:12 Harry Stebbings It's very important to start with GTC and Jensen and data centers in space.
- ▶ 6:26 Jason Lemkin Like why now Jensen said it's the most GitHub stars per unit time, faster than Linux, faster than anything. 4 times in the scene
- ▶ 15:53 Rory O'Driscoll And that depreciation is going to start hitting, and they're going to be firing people because they need to to give it to Jensen.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 16:56 Rory O'Driscoll So I, I think if you just look at all the comments from the hyperscalers, if you look at Jensen's comments right now, at least to Jason's point, demand is insatiable.
- ▶ 1:08:43 Harry Stebbings Acquisition of Grok, moving into inference layer, I don't fucking sell Janssen.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 15:25 Mitchell Green Ken Griffin, Steve Cohen, like, Mark Benioff, people like Mark Zuckerberg, uh, you know, Jensen Wong, who's like, software is not dead at all.
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 27:32 unnamed speaker And this is probably why Jensen walked the hundred billion back was,
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 7:43 Jerry Murdock You know, ASICS is going to be a lot cheaper, a lot more tunable for a specific workload than an expensive, you know, a chip from Jensen. 5 times in the scene
- ▶ 33:19 Jerry Murdock I'm not like Elon or Jensen that are going to do this for the rest of their life.
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 55:32 Harry Stebbings I'm sure we've all seen the video of Jensen being interviewed on the side of a street, um, somewhere in the world where he's asked about the hundred billion dollar investment that they're making in open AI. 4 times in the scene
- ▶ 1:07:10 Harry Stebbings I do just want to go back to one thing before we discuss Waymo, which is just, do you think this is the fraying relationship between Sam and Jensen? 2 times in the scene
20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets
- ▶ 1:00:19 Chad Peets And, and Jensen talks about this.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 7:52 Jason Lemkin And you know, the, the, the story in the press is Jensen in particular wanted to, 5 times in the scene
- ▶ 12:47 Jason Lemkin Unless you're Jensen who says gets it done before Christmas, for anyone else it's massive. 3 times in the scene
Fuse CEO Alan Chang: The Revolut Playbook of Speed & Ownership, Why Founders Aren’t Ambitious Enough · 20VC with Harry Stebbings
- ▶ 46:05 Harry Stebbings Jensen has popularized that having, you know, 50 and being so involved in the minutiae of a large amount of the business in terms of surface area. 2 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 1:14:28 unnamed speaker They don't need to spend it on that, and Jensen's doing buybacks, so maybe he can stick a couple of billion, and there you are.
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 1:29 Jonathan Siddharth For compute, we have Jensen to thank, and maybe Nvidia as well.
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 10:07 Harry Stebbings Jensen must see this very clearly.
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 25:12 David Cahn Jensen says it's 50 or 60 if you use, uh, the next generation Vero Rubin chips.
Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- ▶ 13:43 Alex Bouaziz I'm not Jensen at all.
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 55:07 Mike Cannon-Brookes Like, in terms of all sorts of things, wisdom, pain, difficulty, all the suffering, whatever Jensen likes to say, going through all of those journeys, I think as long as it doesn't make you kind of gnarled and hardened, and it makes you…
- ▶ 55:41 Harry Stebbings You said there about Jensen. 3 times in the scene
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 0:18 Jason Lemkin So I think Jensen knows he's got to give up some of it.
- ▶ 10:35 Jason Lemkin So I think Jensen knows he's got to give up some of it. 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
- ▶ 59:27 Andrew Feldman Um, you know, if, if you look at, uh, CE, the great CEOs in our industry, Janssen, Hawk, Tan, Lisa, I mean, you go down the list at, at, at, uh, Sundar, at, at Microsoft, I mean, they came or their parents came.
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 3:15 unnamed speaker Sam says something, and it happens, like, kind of soon, and he says it without, off the cuff, and he's sitting there with Jensen and, uh, Brockman this week saying, this is just a start.
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 48:38 Harry Stebbings Um, I was listening to, uh, Jensen on an earnings call.
- ▶ 49:38 unnamed speaker But on the other hand, it's hard to argue against the guy who, you know, built a company, the most valuable company on the planet. 2 times in the scene
- ▶ 1:05:42 Cliff Obrecht And I think one thing that's interesting is the amount of energy that, I mean, uh, Jensen's four trillion dollar investments going to take is just insane.
Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
- ▶ 5:06 Harry Stebbings We've had founder mode be so, uh, propagated and praised, and being close to the metal, Jensen having 52 direct reports.
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 21:44 Jason Lemkin Um, I'm not even sure, even with NVIDIA, Jensen's everywhere, right?
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 1:02:19 Brian Halligan I think the CEO of the Year is Jensen. 4 times in the scene
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank · 20VC with Harry Stebbings
- ▶ 1:02:11 Harry Stebbings If we were to push back in the nicest way, you see Jensen. 2 times in the scene
Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
- ▶ 1:13:57 Harry Stebbings I can't get how, if we all appreciate the shift in focus from training to inference, how Jensen and NVIDIA are just sitting there going, ah, well, we're gonna get screwed because actually our architecture means that we're not optimized for… 8 times in the scene
- ▶ 1:15:28 Stan Boland Firstly, he's a good human, um, so, so that's good, I think, that we got, you know, one of the world's richest people is actually, I think, a good person, um, so that's good. 10 times in the scene
Carvana CEO & Co-Founder, Ernest Garcia: Building a $50B Company, Losing 99% and Coming Back · 20VC with Harry Stebbings
- ▶ 16:44 Harry Stebbings Are you the Jensen with 55?
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 8:45 Harry Stebbings With a market cap like they do, and with Janssen as good as he is, which I'm sure we both agree with.
Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
- ▶ 1:08:04 Niklas Östberg Janssen, of course, uh, with NVIDIA, he's been taking bold decision and been, been right, uh, many times. 2 times in the scene
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 25:01 Harry Stebbings Jensen has made it very clear that inference opens up more revenue opportunity for Nvidia. 2 times in the scene
- ▶ 37:48 Steeve Morin There is, you know, if you, you know, piss off Jensen, you might need to kiss the ring, you know, uh, to get back in line.
- ▶ 38:10 Harry Stebbings Thanks Jensen.
- ▶ 1:15:20 Harry Stebbings What's the biggest challenge that Jensen Huang faces today? 4 times in the scene
Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
- ▶ 20:48 Harry Stebbings I think Jensen said that now half of their revenues is from inference.
Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
- ▶ 49:01 Harry Stebbings You know, Janssen, Nick at Revolut, who we had on the show the other day, uh, they both talked about having, I mean, 45, 50.
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