Nvidia, every mention
460 scenes, the whole family · ← back to Nvidia
tap a year for its mentions
every year anyone Harry Stebbings 522Jason Lemkin 91Rory O'Driscoll 79Steeve Morin 44Andrew Feldman 37Jonathan Ross 28Cliff Weitzman 26Eiso Kant 12David Cahn 12Anjney Midha 11
Verbatim, from the transcripts: the passages where Nvidia comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 11:30 Harry Stebbings Crediting OpenAI's new GPT Astra, obviously OpenAI's latest new model, which he says was trained on a 100,000 plus Nvidia chips with 400,000 more coming.
- ▶ 34:27 Jason Lemkin Um, no, you know, fourteen billion dollar Nvidia acquisition was derailed or anything, but it was hidden that this could happen, that, that the guardrails were explicitly run around, right?
- ▶ 54:11 Jason Lemkin And, and, and there were reports that Nvidia made an offer and they turned it down.
- ▶ 1:02:38 Jason Lemkin NVIDIA can't buy everything, guys.
- ▶ 1:15:20 Harry Stebbings Um, Excel leading with Nvidia doing half.
- ▶ 1:16:32 Rory O'Driscoll I mean, so that's kind of the positive story, and it's interesting that NVIDIA is doing so much because to some extent, I thought that's what Poolside did, and they just acquired Poolside. 5 times in the scene
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 0:51 Harry Stebbings Now, I wanted to start with you're spending tens of millions of dollars on NVIDIA GPUs, and you're paying an additional 100,000 dollars per GPU to receive them four months early. 5 times in the scene
- ▶ 2:13 Cliff Weitzman NVIDIA came out with A-one hundred GPUs in 2019. 2 times in the scene
- ▶ 2:16 Cliff Weitzman Shortly after they came out with H-one hundred GPUs, right? 3 times in the scene
- ▶ 2:21 Cliff Weitzman And then they came out with Blackwells.
- ▶ 2:23 Cliff Weitzman So then B-two hundreds, B-three hundreds.
- ▶ 2:23 Cliff Weitzman So then B-two hundreds, B-three hundreds.
- ▶ 2:25 Cliff Weitzman And now they came out with Rubens, which is the GPUs that Elon is sending to space.
- ▶ 4:50 Cliff Weitzman At Speechify, we still use K-eighty's for a lot of specific operations for inference, and we use older models of GPUs constantly.
- ▶ 10:09 Cliff Weitzman They have dedicated like DGS tracks just for that one person.
- ▶ 10:34 Cliff Weitzman Like even a 100, you can run amazing experiments on.
- ▶ 10:54 Cliff Weitzman Yes, it's moving, and yes, all these things, but like, it's in a very clean environment, it's very much cooled, it has constant maintenance, because it's not moving around, it's very expensive, um, and NVIDIA just does a really good job,… 5 times in the scene
- ▶ 12:23 Harry Stebbings Do you think the circular economy fears that people often cast against NVIDIA are justified or not? 4 times in the scene
- ▶ 13:59 Cliff Weitzman Well, you're going to buy it, you know, it's an NVIDIA produced product, but NVIDIA is not going to waste the time talking to Cliff Weitzman. 3 times in the scene
- ▶ 17:52 Cliff Weitzman Um, and then you don't have as much control because you don't own it, so it's like difficult to, like, you suddenly need an InfiniBand cable, which allows for the memory to flow from one DGX to the other one.
- ▶ 18:15 Cliff Weitzman If I want a Reuben, which is like these much faster GPUs, I'll get it faster if I buy it than if I wait for Google to buy it, and then there's other people in front of me in line. 2 times in the scene
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 0:05 Jason Lemkin If Nvidia's crushing it, everyone's going to crush it. 4 times in the scene
- ▶ 1:08 Harry Stebbings We have a lot to discuss, and I want to kick it off with NVIDIA. 15 times in the scene
- ▶ 8:13 Rory O'Driscoll You know, at the margin, if you're Nvidia, look, you were ecstatic that OpenAI and Entropic happened because they proved that the market you were in was bigger than anyone ever imagined. 6 times in the scene
- ▶ 53:42 Jason Lemkin It's going to Nvidia.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 48:39 Harry Stebbings I'm like, so does Nvidia's.
- ▶ 54:46 Harry Stebbings Um, you have Meta, you have Microsoft, and you have Nvidia. 2 times in the scene
- ▶ 56:26 Harry Stebbings Totally, but Nvidia represents a huge amount of four, four nine A's for a lot of Americans. 6 times in the scene
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 1:08:17 Harry Stebbings You know, we're seeing, um, poolside being bought and a lot of the employees moving over to Nvidia, uh, twelve billion dollar rumored price.
- ▶ 1:18:09 Harry Stebbings Um, MATA, Microsoft, and NVIDIA. 7 times in the scene
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 0:11 Harry Stebbings And how NVIDIA are going fast.
- ▶ 1:04 Harry Stebbings I have the agenda, and we're going to start with NVIDIA moving across different layers of the stack, and we're going to start with the model layer where NVIDIA is paying six billion dollars to license Poolside's model factory and investing… 8 times in the scene
- ▶ 13:20 Harry Stebbings NVIDIA's 13 times in the scene
- ▶ 27:14 Rory O'Driscoll And then the second thing that didn't happen, but if, what happened is all those people like Broadcom, NVIDIA, that were expecting to sell two hundred billion dollars worth of chips to OpenAI might suddenly go, hmm, maybe if they're not… 2 times in the scene
- ▶ 48:29 Rory O'Driscoll And, you know, by the way, it does get to the, it's kind of going to circle back to Nvidia and all their investment and vendor financing, because in both ways, both of 3 times in the scene
- ▶ 56:00 Jason Lemkin Well, NVIDIA will keep spending a hundred billion a year to keep the ecosystem going. 5 times in the scene
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 59:36 Harry Stebbings Nvidia will be a 10 trillion dollar company in five years.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 11:00 Jason Lemkin Um, and Andreessen wants to, and NVIDIA and Thrive want to put in money at 50, right?
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 6:33 Alex Atallah Like one of NVIDIA's top priorities is not having customer concentration. 4 times in the scene
- ▶ 30:03 Alex Atallah This pressure from both the GPU, uh, makers like NVIDIA
- ▶ 56:51 Alex Atallah Um, but like especially, you know, if we're trying to create like a competitive American Neolab system, you know, like NVIDIA has been doing a good job of this, but there, you know, there's like, there's Google, there's TPUs, there's…
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 21:03 David Frankel You take then Nvidia, I think Nvidia started pre 25 years ago, but even if you look at the last 25 years ago, you can add Palantir to that, Palo Alto Networks, that's about five trillion dollars of market cap.
- ▶ 1:11:46 Harry Stebbings PNG, Coca-Cola, Nvidia, Visa, you name it.
- ▶ 1:15:56 David Frankel And then Nvidia, it's just like mind blowing. 3 times in the scene
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 39:24 Harry Stebbings And specifically, there's an Nvidia partnership to power AI data centers, which caused a lot of excitement for the company. 2 times in the scene
- ▶ 47:48 Rory O'Driscoll NVIDIA is happy.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 14:36 Anastasios Angelopoulos You know, so the hope is that we keep Nvidia ahead of the game so that we can retain the advantage that we have and the TSMC's to the world and our whole, that ecosystem is absolutely a national security necessity. 2 times in the scene
- ▶ 21:31 Anastasios Angelopoulos It decreases revenue concentration of Nvidia. 3 times in the scene
- ▶ 24:29 Anastasios Angelopoulos And then there's also Google and NVIDIA.
- ▶ 1:02:50 Harry Stebbings NVIDIA, OpenAI or Anthropic? 6 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 2:09 Jason Lemkin This open letter, the first tweet ever, right, is clearly a sign the world's changed, and I think if NVIDIA had its druthers and none of us have, we don't get to own 25% of NVIDIA today, we don't get to own 30%, none of us get our… 6 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. 6 times in the scene
- ▶ 35:26 Rory O'Driscoll NVIDIA is only up 5.9.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 15:52 Rory O'Driscoll Like, just like we don't let them buy Nvidia, they're not going to let us buy their open-source models, which is kind of totally zany.
- ▶ 31:56 Harry Stebbings Uh, Nvidia, Lightspeed, 20 VC, amazing firms, um,
- ▶ 1:21:46 Rory O'Driscoll You have the NVIDIA relationship with TSMC, which famously, they don't even have a written contract. 9 times in the scene
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 3:55 Harry Stebbings I think it's helpful for people to understand kind of the stack, because beneath you there's obviously kind of chip providers, and you're Nvidia's of the world, and then you've got above you the model providers, and you sit in between.
- ▶ 8:10 Lin Qiao Um, I had this fun, interesting conversation with Jensen after his GTC keynote.
- ▶ 17:36 Lin Qiao Um, there are multiple companies doing that, including NVIDIA training, NemoTron. 2 times in the scene
- ▶ 38:57 Lin Qiao Um, you want to ask, hey, what will be the, um, what will be the NVIDIA GPU price, uh, two years later?
- ▶ 45:35 Lin Qiao You can say, hey, Jensen probably have all the rights to build an Nvidia cloud.
- ▶ 57:23 Lin Qiao Um, for example, we're talking about, um, NVIDIA recently acquired company also called Guac with Q.
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 54:13 unnamed speaker There's a lot of, a lot of motivated parties that actually want to promote, like, including NVIDIA, for example, 2 times in the scene
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 8:51 unnamed speaker Because it shouldn't, because it's immaterial to the federal government, and it's immaterial to, to, uh, to, to Nvidia taking stakes in most companies.
- ▶ 42:39 Harry Stebbings The supply of money and keeping that money machine rolling, Nvidia starts financing its own demand with Compute Now Pay 7 times in the scene
- ▶ 47:11 Harry Stebbings Well, one of the biggest customers for NVIDIA is Anthropic. 4 times in the scene
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 8:42 Harry Stebbings God, it makes me excited for NVIDIA if the future of AI is always on.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 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
- ▶ 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
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 28:20 Jason Lemkin And if they're four or one K's go down, if Nvidia stops selling chips, if,
Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
- ▶ 33:32 Harry Stebbings Is it chip companies like Nvidia?
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 12:39 unnamed speaker It's NVIDIA and Google, which is another way of saying, you know, people like Facebook, Amazon, and Microsoft are doing shit.
- ▶ 1:18:11 unnamed speaker Inference is 50, 60% of revenue, plus or minus, and we know you're peering through CapEx, when you look at CapEx, GPUs are well over half of that, so they're 30%, so maybe if you could replace all of them, and NVIDIA makes 70% margins. 3 times in the scene
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 42:57 Everett Randle Um, like NVIDIA has one that's pretty solid now with Nemo Tron, but like, like where are the US open source models? 2 times in the scene
- ▶ 1:08:13 Everett Randle He's like, look, like, I can, yeah, I can go buy Adobe for eight times free cash flow with all of these problems that we don't know how they're going to resolve, or I can go buy Nvidia for 16 times earnings.
- ▶ 1:12:11 unnamed speaker And that's a bit, and until they do that, and whatever, maybe at 10 times or eight times it's cheap, and shocker it might go to 10 times, so you might get a one-off 20% pop, but to Ed's point, it's just a lot easier to own NVIDIA and have…
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 35:44 Aravind Srinivas And, um, the models that are, um, already in use today, these have been trained in the hopper generation.
- ▶ 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
- ▶ 36:17 Aravind Srinivas And then the Vera Rubens are coming next year in full capacity. 2 times in the scene
- ▶ 44:56 Aravind Srinivas And so, um, but you, you, you gotta make a leap of faith assumption that, you know, like the, the models from China or NVIDIA is making good progress on their models in Lemotron.
- ▶ 52:43 Aravind Srinivas The reason I think there are some possibilities that because of the export controls, um, you are, so the Deep Seek is not building with the Nvidia stack. 3 times in the scene
- ▶ 1:28:41 Aravind Srinivas If somebody really questions the transformer architecture itself, or somebody really questions needing to build on NVIDIA GPUs or something like that, like, like foundational bets makes, or, or somebody questions, or somebody goes out and…
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 0:52 unnamed speaker Who has power against Nvidia.
- ▶ 14:45 unnamed speaker When people don't want to go in terms of GPU hours, they don't want to figure out B 200 against H 200 against B 300.
- ▶ 14:45 unnamed speaker When people don't want to go in terms of GPU hours, they don't want to figure out B 200 against H 200 against B 300.
- ▶ 14:45 unnamed speaker When people don't want to go in terms of GPU hours, they don't want to figure out B 200 against H 200 against B 300.
- ▶ 31:59 Harry Stebbings When people look at you versus other NeoClouds, you know, we look at you versus a CoreWeave, you both run GPUs, you both have Nvidia relationships, you both have Meta as a customer,
- ▶ 54:04 Harry Stebbings A theme that did come up when I was speaking to them was the relationship with NVIDIA, and is a marriage a marriage if one has more power than the other? 6 times in the scene
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 17:08 unnamed speaker So the most profitable company on the planet with the exception of Nvidia said, hmm, I'm going to need more capital.
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 51:52 Harry Stebbings Why didn't we just put all of our money in NVIDIA? 4 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 0:33 Harry Stebbings Anthropic then hits forty-four billion in ARR and laps OpenAI in revenue, and then NVIDIA for an 81.6 billion in revenue, and the market?
- ▶ 1:34 Harry Stebbings I'm like, if this isn't much, I'm glad we do the show today and not three, four years ago, because Jesus, NVIDIA, we got to start with NVIDIA, 81.6 billion dollar revenue quarter, ninety one billion Q two guidance, eighty billion buyback. 10 times in the scene
- ▶ 42:21 unnamed speaker Nvidia's got two hundred billion of cash flow a year it needs to do something with, right? 3 times in the scene
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 0:37 Andrew Feldman I think it has been NVIDIA's strategy to try and create competitors for the traditional hyperscalers. 3 times in the scene
- ▶ 3:47 Andrew Feldman NVIDIA has a backlog.
- ▶ 6:48 Andrew Feldman They got H 100.
- ▶ 6:51 Andrew Feldman They didn't get the B 200.
- ▶ 11:33 Andrew Feldman I think it has been Nvidia's strategy to try and create competitors. 4 times in the scene
- ▶ 15:41 Andrew Feldman Nvidia, they will continue to improve over time. 2 times in the scene
- ▶ 18:26 Andrew Feldman Over a NeoCloud, because NeoClouds are buying hardware with gross margins of 70, 80% for NVIDIA.
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