Nvidia Blackwell
part of NVIDIA includes NVIDIA Blackwell B200, NVIDIA Blackwell B300, NVIDIA Blackwell B100, NVIDIA Blackwell Ultra
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 7, 2024 by Eiso Kant · said 26 times in 10 episodes since 2024 · across every show →
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brought up most by Harry Stebbings (9), Steeve Morin (7), Cliff Weitzman (2), Aravind Srinivas (2), David Cahn (1), Clay Bavor (1), Anjney Midha (1), Andrew Feldman (1)
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2026 7 mentions in 5 episodes 1 per episode
- How to Build Your Own Data Center & Why Every Startup Should Do It
- Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
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2025 11 mentions in 3 episodes 4 per episode
- Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
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2024 8 mentions in 2 episodes 4 per episode
Everything said about Nvidia Blackwell, oldest first
Oct 7, 2024 neutral
Kant: New Nvidia Blackwell GPUs do not force immediate training cluster upgrades
“The Blackwell generation for us from a training perspective doesn't unlock anything new. It just means that we have to, we can do more with a certain set of chips. My H 200 become less valuable in the world, but it does not necessarily mean I have to go upgrad…”