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
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 55:19 Harry Stebbings Funding investing in the ecosystem around NVIDIA, do you think Cerebra should be investing more aggressively in the application layer built on top of you?
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 42:34 Rory O'Driscoll Again, going back to the big simplistic picture here, all these companies are on fire because the hyperscalers and the model companies have decided to spend, you know, roughly three quarters to a trillion dollars a year building shit, and…
- ▶ 50:26 Rory O'Driscoll It's a N of one positioning, and, you know, for, Jason, for a market that's starved of ways to bet on OpenAI and Anthropic, this, you know, they really only have things like CoreWeave, and, you know, obviously you have NVIDIA. 2 times in the scene
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 1:30:08 Harry Stebbings If that's the case, why wouldn't you buy the shit out of Nvidia, AMD, Nebius, Coreweave,
The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 50:01 Jason Lemkin Um, and it, and if, if, if NVIDIA Grok is better and they can get the chips, they'll use it. 2 times in the scene
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 1:25:25 Harry Stebbings Another one that I loved was, what led us to buying a three x levered option on Nvidia in 2022, before the market caught on, and I was writing this like, what? 4 times in the scene
- ▶ 1:25:39 Cliff Weitzman Um, it was the case that we were very excited about a 100 GPUs back in the day.
- ▶ 1:25:46 Cliff Weitzman H 100 GPUs were coming out, and they were like three times faster than anything before, and we spent so much time trying to spend millions of dollars buying H 100 GPUs, no one will let us buy them. 2 times in the scene
- ▶ 1:27:26 Harry Stebbings Would you still say Nvidia's a buy today? 6 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 4:31 Rory O'Driscoll Um, in fact, six, if you include Nvidia, which didn't report this week, we're just going to make the bet too, right?
- ▶ 11:31 Jason Lemkin They know what, what Nibia should take.
- ▶ 28:35 Harry Stebbings This number has only been matched by AI infra companies NVIDIA, Micron, and SK Hynix.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 19:10 Harry Stebbings And as the ultimate loser here when I read this, not NVIDIA. 3 times in the scene
- ▶ 29:50 unnamed speaker And to stick with the more ways to win, we forgot Harry's original question on NVIDIA. 6 times in the scene
- ▶ 32:03 unnamed speaker I think if you just wanted the upside, you know, you can paint and NVIDIA is a more single threaded story around raw CapEx demand. 13 times in the scene
- ▶ 38:48 Jason Lemkin Well, the, well, Nvidia is supporting AI to China, right? 4 times in the scene
- ▶ 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.
- ▶ 53:07 unnamed speaker Sell to Google, sell to Nvidia.
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 11:45 Amjad Masad Uh, for us it's not 80, it's, it's, it's way less than that, but, but it is a significant portion, like anyone, like even, like, Anthropic, every hundred dollars they make, 60 goes to NVIDIA, like, you know, their, their margins are…
- ▶ 15:45 Amjad Masad It looks like NVIDIA is making moves in that, in that regard.
- ▶ 27:37 Amjad Masad We have sort of, at bottom, everyone's running an NVIDIA, and there's not much competition there, and NVIDIA has amazing margins, especially for a hardware company. 2 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 9:12 Jason Lemkin We just talked on this pod before about Figma, twenty billion and about, um, uh, sorry, Grok to, you just said Grok to, to, for, to Nvidia for twenty billion and getting to be, not have to be a public company CEO was the second best gift…
- ▶ 23:13 Jason Lemkin NVIDIA, Apple, Meta, Amazon, Alphabet, Microsoft all can buy a startup for a hundred billion.
- ▶ 1:36:46 Rory O'Driscoll One percent of Nvidia is fifty billion. 4 times in the scene
- ▶ 1:40:29 Rory O'Driscoll I mean, I think that, I don't think, I think, I think it's clear that OpenAI does train, and I think OpenAI definitely trains in part on NVIDIA chips, and, and whatchamacallem, um, on Tropic, I'm not as clear on what they train on. 5 times in the scene
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 18:22 Harry Stebbings Question being, if this is the case, are we slightly seeing a loosening of NVIDIA's stronghold on the market, and does this change how we feel about NVIDIA? 11 times in the scene
- ▶ 53:41 unnamed speaker You actually know the next four quarters of NVIDIA announcement. 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
- ▶ 36:20 Anjney Midha So forget fungibility of compute across different manufacturers, like NVIDIA and AMD. 2 times in the scene
- ▶ 36:29 Anjney Midha The H 100, the GB 200, the GB 300, these are all completely different chip types. 2 times in the scene
- ▶ 36:29 Anjney Midha The H 100, the GB 200, the GB 300, these are all completely different chip types.
- ▶ 36:29 Anjney Midha The H 100, the GB 200, the GB 300, these are all completely different chip types. 5 times in the scene
- ▶ 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.
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
- ▶ 28:54 unnamed speaker A NVIDIA that was, like, competing with, like, powering everyone, but also competing with everyone, right?
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 47:49 Marc Andreessen What the mega, what NVIDIA is doing is absolutely amazing.
- ▶ 56:19 Marc Andreessen Um, right, um, uh, so, so I think the NVIDIA, right?
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
- ▶ 32:27 Harry Stebbings It's all, I mean, not Google and Nvidia aside.
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
- ▶ 0:19 Harry Stebbings The debrief on Grok's twenty billion dollar deal to NVIDIA and much, much more.
- ▶ 5:13 unnamed speaker We talked about the air invincibility at GTC and NVIDIA.
- ▶ 33:07 Harry Stebbings Speaking of like the world hating billionaires, Grok announced, uh, essentially the debrief on the twenty billion dollar deal to Nvidia, uh, less than a hundred million dollars in ARR on being acquired. 4 times in the scene
- ▶ 1:10:31 unnamed speaker We've lost all of PE and Nvidia isn't buying a hundred companies.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 0:00 Jason Lemkin Man, this is summer at NVIDIA. 3 times in the scene
- ▶ 1:58 Jason Lemkin And you can just smell the, I mean, obviously NVIDIA is a pretty good stock. 12 times in the scene
- ▶ 5:26 Harry Stebbings If we think about that in 2030, will NVIDIA be a 10 trillion dollar company? 10 times in the scene
- ▶ 16:04 Rory O'Driscoll You literally can't afford to have Nvidia and people.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 1:08:35 Harry Stebbings I am going for the incredibly boring NVIDIA. 4 times in the scene
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 18:27 Harry Stebbings I mean, let's look at like Nvidia.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 34:56 Mitchell Green Um, by the way, we're, you know, I joke that we're an NVIDIA earnings miss away from, like, a recession.
- ▶ 36:51 Mitchell Green Um, right, and look how much earnings a company like Facebook and Google and Microsoft and Amazon and Nvidia generate, like, profits.
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 25:50 Harry Stebbings There are also precedents of, you know, Nvidia investing a hundred billion and then the kind of walk back of up to a hundred billion. 5 times in the scene
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 8:22 Harry Stebbings I have a shitload of NVIDIA. 4 times in the scene
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 21:45 Harry Stebbings Have we ever seen liquidity at this scale when we look at the number of millionaires minted from OpenAI, soon to be anthropic, when we look at the NVIDIA millionaires that exist already, is anyone going to be able to buy a house in the… 3 times in the scene
- ▶ 55:45 unnamed speaker You know, the truth is, you're spending a large amount of current real dollars that NVIDIA and all the other people think they're going to collect in anticipation of a whole bunch of future anticipated dollars, which are entirely credible…
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 1:05:07 Harry Stebbings What does that mean for data centers and for chip companies like NVIDIA?
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 54:05 unnamed speaker I think, you know, you're, the logic for some of those folks doing chips was in part your defense of trying to provide some leverage on their purchases to Nvidia, 2 times in the scene
- ▶ 55:30 Harry Stebbings You said about leveraging on a video. 10 times in the scene
- ▶ 1:02:17 Jason Lemkin Like our four one case will be decimated if Nvidia and everyone else falls.
- ▶ 1:07:51 unnamed speaker With the NVIDIA logo on it that said we'll do up to a hundred billion, and they put it out there, and now they're like, where's my hundred billion?
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 0:16 Rory O'Driscoll At some point, NVIDIA ports will be a great buy, because every semiconductor cycle for the last 40 years has ended up in a massive downswing.
- ▶ 33:51 Rory O'Driscoll And this was the biggest tell of all because these are the guys who spend the CapEx with a two- or three-year lead cycle that, you know, services NVIDIA, that services the hyperscalers, that service OpenAI, that service the AI companies,… 2 times in the scene
- ▶ 36:08 Harry Stebbings Why is that not just continuing evidence that Nvidia has so much more room to run and is actually underpriced today? 2 times in the scene
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 1:27:59 Harry Stebbings And you just oppose that with the amount of millionaires that are made from NVIDIA's market cap today who are employees, and does that not pose a dispersion of wealth because of the expansion of market caps? 6 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
- ▶ 1:01:19 Chad Peets How many people have done hardware at scale successfully, and at scale is key, successfully, and I, you could say NVIDIA, hardware at scale successfully in the last two decades.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 0:00 Jason Lemkin Everyone's coming for NVIDIA now. 2 times in the scene
- ▶ 2:15 Jason Lemkin Inference is all of the growth, and if Grok is even part of the answer, right, part of the existential answer for NVIDIA, it's worth it, and everyone's coming for NVIDIA now. 3 times in the scene
- ▶ 3:12 Rory O'Driscoll NVIDIA's 7 times in the scene
- ▶ 5:47 Rory O'Driscoll You get there because it's a strategic asset that NVIDIA can take off the table for a modest amount of money relative to their absurdly gargantuan cash flow. 5 times in the scene
- ▶ 9:50 Rory O'Driscoll I mean, broadly speaking, at a high level service, um, Grok and NVIDIA in the same space are very different chips, and what service does has a single way for chip. 4 times in the scene
- ▶ 45:24 Rory O'Driscoll I mean, and it gets to the, the interesting thing, it's a little like the NVIDIA, funny because he obviously sold NVIDIA at one point in time, but it's that kind of single-mindedness. 2 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 33:48 Harry Stebbings And then NVIDIA investing a hundred billion dollars into OpenAI, and the start of the circular deals was the most bizarre for me.
- ▶ 37:16 unnamed speaker Obviously of the big caps, the NVIDIA and Google nailed it this year, and the others were roughly flat.
- ▶ 54:51 Harry Stebbings Google, Meta, Amazon, Microsoft, Apple, Nvidia. 13 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
- ▶ 28:39 unnamed speaker They don't want to pay 75% gross margins to Nvidia. 3 times in the scene
- ▶ 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.
- ▶ 1:14:34 Jason Calacanis Maybe Nvidia could put in five. 2 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 36:29 David George So, you know, they famously were in NVIDIA in, in that fund, uh, you know, and they did some really good investments, like Slack, like Garnet.
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 1:15:43 Rory O'Driscoll The odd thing is I can't quite figure out what I'm, the national security guidance on China is quite confusing because obviously we're now back to selling them advanced Nvidia processors.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 41:18 unnamed speaker It's they got to spend it with NVIDIA, right?
- ▶ 52:43 Jason Lemkin For folks that don't know, like literally if you, if you're sitting on fifty million of Nvidia stock right now, you can sell it and pay twenty five million dollars in tax, or a bank will give you a loan.
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.
- ▶ 41:20 Jonathan Siddharth Nvidia, for Nvidia, uh, 39% of their revenue comes from two clients, right? 3 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 0:00 unnamed speaker The P.E. on NVIDIA, to give that sound bite that I love, it's lower than the P.E. on Costco, right?
- ▶ 1:11 Harry Stebbings So Anthropics secured up to fifteen billion dollars from Microsoft and Nvidia. 3 times in the scene
- ▶ 5:46 Jason Lemkin And I'm not saying these aren't huge issues, but the idea that NVIDIA is unstoppable because of the software and hardware connection, because we have to have GPUs. 16 times in the scene
- ▶ 12:38 Jason Lemkin I actually think going to the opening of the show, I, I actually think we're just ignoring the risk because the NVIDIA's numbers are just too good. 5 times in the scene
- ▶ 18:12 unnamed speaker But the wonderful thing about the- I want to go back to the NVIDIA overvalued question. 10 times in the scene
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 27:34 unnamed speaker I mean, you know, Nvidia would obviously be the play, you know, if GPUs became more like DRAM, it would not be pretty out there.
- ▶ 39:03 Harry Stebbings Uh, one was the thinking machines at fifty billion, and the other was Teal and SoftBank exiting Nvidia, and just like, what it means for, are we top of the market? 10 times in the scene
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 28:13 Harry Stebbings You know, obviously Nvidia has had a lot of export controls back and forth. 3 times in the scene
- ▶ 31:56 Andrew Ng So the Open Ananthropic can pay NVIDIA, which is where all the money is, is ending up.
- ▶ 51:16 Harry Stebbings Do you think it's crucial that we see vertical ownership in terms of see Nvidia own models as well as chip player?
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 3:55 Jason Lemkin Take your coins, take your, take your Nvidia shares and buy a beach house.
- ▶ 7:31 Harry Stebbings Listen, I want to discuss Michael Berry, uh, famed for big short, pulls another big short, a big short from Michael Berry this time, 1.1 billion dollars short on Nvidia and Palantir, had some pretty significant ramifications on market. 3 times in the scene
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 44:59 Jason Lemkin But to me, making a press release that says you're now the number five or number six partner to open AI for NVIDIA GPUs is not that impressive. 2 times in the scene
Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data · 20VC with Harry Stebbings
- ▶ 7:00 Harry Stebbings well actually inference is 95% of the market, and that's where it's all going, and that's where NVIDIA will make most of their money.
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 9:52 Jason Lemkin The one micro thought I just thought was, it's very, you know, there's so, all the circular financing, who, who, Nvidia giving them money, AMD giving them 10% of the company, Oracle raising, uh, uh, uh, uh, an unprecedented amount of debt.