Nvidia Blackwell, every mention

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every year anyone Harry Stebbings 9Steeve Morin 7Cliff Weitzman 2Aravind Srinivas 2David Cahn 1Clay Bavor 1Anjney Midha 1Andrew Feldman 1

Verbatim, from the transcripts: the passages where Nvidia Blackwell comes up

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How to Build Your Own Data Center & Why Every Startup Should Do It Sep 5, 2026 · 2 mentions

Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings Jul 4, 2026 · 1 mention

  • ▶ 12:24 Clay Bavor If you have unbounded demand for frontier level intelligence or GPUs to run open weights models and the rate limiter is the, you know, number of Blackwells and H 100 you have, you end up with

Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings Jun 15, 2026 · 2 mentions

  • ▶ 35:53 Aravind Srinivas So the Blackwell generation model, I think the first model that's Blackwell generation category is, um, Mitos. 2 times in the scene

Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings Apr 30, 2026 · 1 mention

  • ▶ 39:36 unnamed speaker And you evil Westerns are putting this dude in prison, and all he tried to do was sell us some, you know, Blackwall chips back off.

The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings Apr 14, 2026 · 1 mention

  • ▶ 37:15 Anjney Midha You can't unlock, you know, the, the, the benefits of the Blackwell chip without basically just like buying a new cluster.

Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings Dec 18, 2025 · 1 mention

  • ▶ 29:17 unnamed speaker Entropic, tell me what kind of chip you want, and we'll make it, we'll design it, et cetera, but it's not the same as, you know, marketing a branded product like the NVIDIA Blackwell or whatever it is.

Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings Oct 6, 2025 · 3 mentions

  • ▶ 15:37 Harry Stebbings You mentioned pre-announcements there, like B-three hundreds, B-two hundreds, timings of such.
  • ▶ 15:37 Harry Stebbings You mentioned pre-announcements there, like B-three hundreds, B-two hundreds, timings of such.
  • ▶ 25:42 Andrew Feldman To show that you're faster than a thousand B 200, you know, you got to get a thousand B 200.

Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings Feb 24, 2025 · 7 mentions

  • ▶ 23:08 Steeve Morin Now we have a bit of a, um, we are being spared a bit because Blackwell is late and orders are getting canceled.
  • ▶ 1:15:35 Steeve Morin Black whale is probably something that keeps them awake, that keeps him awake at night. 6 times in the scene

Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings Oct 7, 2024 · 7 mentions

David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings Aug 5, 2024 · 1 mention

  • ▶ 31:16 David Cahn You look at the B 100, the B 100 is for the price, the price that you're going to get based on what they've announced publicly, right?
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