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
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 28:20 unnamed speaker It's an astonishing amount of, we think of this all as happening in Nvidia GPU chips, 2 times in the scene
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 3:20 David Cahn I mean, it's basically a very simple equation that says if we invest, and this was 2024 when I wrote this, if you invest one hundred fifty billion in NVIDIA chips, that's about three hundred billion of data center investments.
- ▶ 25:12 David Cahn Jensen says it's 50 or 60 if you use, uh, the next generation Vero Rubin chips. 2 times in the scene
- ▶ 26:34 David Cahn The problem is, and the simple way to think about it is, it's all B-Hundreds and H-Hundreds, and what if it actually takes three years, and it's the Rubin chips that get us there, or it's the Feynman chips that get us there, which is the…
- ▶ 26:34 David Cahn The problem is, and the simple way to think about it is, it's all B-Hundreds and H-Hundreds, and what if it actually takes three years, and it's the Rubin chips that get us there, or it's the Feynman chips that get us there, which is the…
- ▶ 26:34 David Cahn The problem is, and the simple way to think about it is, it's all B-Hundreds and H-Hundreds, and what if it actually takes three years, and it's the Rubin chips that get us there, or it's the Feynman chips that get us there, which is the…
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 55:03 Jason Calacanis And so now, I mean, going to Rory's point, there probably no other way to get 40,000, uh, Nvidia GPUs and the, like, it's just not possible otherwise, cause you're not the leader, but also it's, but going to your point, it's probably…
- ▶ 1:01:38 Harry Stebbings If you believe that, should we not just be plowing money into Nvidia? 2 times in the scene
Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- ▶ 10:26 Harry Stebbings I think you actually mastered a comms strategy in a very different world, and I don't know if this was a very, I'm sure it was deliberate and thought through, but when you think about the, the cadence of comms today, when OpenAI gets a…
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 31:37 Harry Stebbings NVIDIA investing a hundred billion dollars into OpenAI. 2 times in the scene
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 15:13 Mike Cannon-Brookes So the old argument that, you know, uh, some AI company, let's just call them, give a hundred million dollars to, uh, a model company who then give a hundred and fifty million dollars to a cloud provider who then gives two hundred million…
- ▶ 55:45 Harry Stebbings And my, my heart broke as an Nvidia fanboy and a Jensen fanboy.
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 0:15 Jason Lemkin Nvidia is making so much money, it's almost incomprehensible.
- ▶ 1:33 Harry Stebbings A week after Nvidia invest a hundred billion in them? 16 times in the scene
- ▶ 14:56 Rory O'Driscoll One is, the only thing that defeats that is an architectural lock-in where you have a monopoly, and what you're seeing is, this is a monopoly competing against an oligopoly, and the monopoly provider being Nvidia, and as long as they're a… 6 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
- ▶ 10:02 Andrew Feldman And so I, I think, uh, what, uh, uh, of course, right, if NVIDIA keeps growing at the rate they're currently growing, 11 years from now, everybody on earth works for them, right? 2 times in the scene
- ▶ 10:52 Harry Stebbings You mentioned that if NVIDIA continues to grow the way that they do, everyone will work for them. 7 times in the scene
- ▶ 12:32 Andrew Feldman Another strategy you, you see is this predatory pre-announce, where you, you, you announce B-three hundreds before anybody can get B-two hundreds. 2 times in the scene
- ▶ 12:32 Andrew Feldman Another strategy you, you see is this predatory pre-announce, where you, you, you announce B-three hundreds before anybody can get B-two hundreds.
- ▶ 12:41 Andrew Feldman You start talking about Reuben before B-two hundreds are, are, are technically
- ▶ 16:06 Andrew Feldman Um, I think, uh, people are clearly still getting value from H-one hundreds, and that's more than two years, right?
- ▶ 16:21 Andrew Feldman I mean, they are, uh, and I think people are still getting value from A-one hundreds, though not on the cutting edge.
- ▶ 20:43 Andrew Feldman Now, NVIDIA and all GPUs, including, uh, uh, AMDs chose a big capacity memory that is slow because it's perfect for graphics.
- ▶ 23:59 Harry Stebbings So when we think about, like, where the market is today in terms of training and inference, do we agree then that actually Nvidia's chips are much better for training than yours are, but yours are much better for inference than theirs are,…
- ▶ 38:53 Harry Stebbings Do you think the risk is priced properly when you look at NVIDIA at four and a half trillion? 5 times in the scene
- ▶ 43:54 Andrew Feldman Um, I, I think that in turn limits and keeps the supply, uh, below where it would like to be of chips, not just our chips or Nvidia, but everybody's chips below where it might otherwise be.
- ▶ 48:23 Harry Stebbings Do you think OpenAI and Anthropic build their own ships so they don't have self-reliance on NVIDIA in the way that they do today?
- ▶ 53:39 Harry Stebbings What are Nvidia's margins today? 2 times in the scene
- ▶ 1:16:41 Andrew Feldman I, I, I look at it the other way is that every day I go to battle with Goliath every day, every dollar we sell is a dollar that if we didn't work at it, if we didn't think, if we didn't invent, if we weren't 10 times better would default… 2 times in the scene
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 45:17 Rory O'Driscoll And in the end, you, you manifest that bet by deciding, do you want to buy your puts or calls on NVIDIA? 3 times in the scene
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 0:18 Jonathan Ross I personally would be surprised if in five years NVIDIA wasn't worth 10 trillion, but I can't predict the outcome.
- ▶ 2:44 Harry Stebbings When you look at, no, but I mean, seriously, Nvidia really, you know, having concentration of revenue with two clients so heavily. 2 times in the scene
- ▶ 7:34 Jonathan Ross Going off and saying, I'm gonna build my own AI chip to compete with NVIDIA,
- ▶ 8:09 Harry Stebbings Nvidia investing a hundred billion dollars into OpenAI for OpenAI just to go and buy back Nvidia chips. 6 times in the scene
- ▶ 12:38 Harry Stebbings At some point, Nvidia must be concerned that the OpenAI will want to verticalize and own the chip player as well. 8 times in the scene
- ▶ 17:02 Jonathan Ross However, there is an incentive from those building HBM to spread that around because Nvidia gets to negotiate very good rates. 5 times in the scene
- ▶ 22:01 Jonathan Ross But if I look at it empirically, people are still renting H-one hundreds 3 times in the scene
- ▶ 25:58 Harry Stebbings What does NVIDIA do in that world? 2 times in the scene
- ▶ 44:06 Harry Stebbings Does that not mean that NVIDIA's power hold weakens further? 3 times in the scene
- ▶ 1:01:03 Harry Stebbings Everyone rips today, but if NVIDIA, MATA, Google, Microsoft suddenly hit speed bumps and the AI speed train
- ▶ 1:13:47 Harry Stebbings You'll also have Nvidia. 10 times in the scene
- ▶ 1:21:58 Harry Stebbings What's the biggest misconception about NVIDIA today? 3 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 1:06 unnamed speaker That's how many GPUs you're buying from NVIDIA? 4 times in the scene
- ▶ 7:18 unnamed speaker Nor does NVIDIA. 2 times in the scene
- ▶ 9:13 unnamed speaker I think Nvidia, frankly, is far closer to being a monopoly in terms of market share than chat GPT, which is why I thought you were going there. 5 times in the scene
- ▶ 14:23 unnamed speaker I remember, you know, Nortel and Lucent making big vendor financing commitments to their big bandwidth customers to sell equipment, just as NVIDIA is doing today. 6 times in the scene
- ▶ 21:58 unnamed speaker Well, one, we're all invested in NVIDIA, right? 2 times in the scene
- ▶ 1:00:41 unnamed speaker In the NVIDIA IPO in 1997, Mark Stevens and, oh my God, and Tench Cox of Oak, of Sequoia, I know, have stayed on that public board to this day, and I believe the board package, as you know, the equity you get as a board member has been…
- ▶ 1:05:36 unnamed speaker Every single talented person that can help, uh, keep our Nvidia shares high flying coming to this country.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 30:55 unnamed speaker And if you know over how many years you should appreciate the latest Nvidia chip, then that would be the key question, but you're right.
Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
- ▶ 17:24 Harry Stebbings You saw it with NVIDIA where I think it was like, 51% of revenue was two clients in one certain segment of their business. 3 times in the scene
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 39:51 Rory O'Driscoll I mean, and of course the other thing, the fun thing, Jeff, is that if you think NVIDIA, the guys who peeled off of NVIDIA at half a trillion dollars four or five years ago are probably like, Ooh, you know, I took ten million off the table. 2 times in the scene
- ▶ 47:44 Rory O'Driscoll It's at the, the top end of the, if you think, if you think NVIDIA is complex, one level below, or distant, one level below NVIDIA's TSMC, 2 times in the scene
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
- ▶ 49:00 Harry Stebbings Most people will just use a CoreWeave or use NVIDIA or whatever that is.
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 14:48 Alex Schultz We know there are advancements coming from Nvidia in their chips. 7 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 49:49 unnamed speaker If you want to make that bet, Harry, there are Nvidia puts that I keep my eye on that you're more than welcome to plow into anytime you want. 2 times in the scene
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
- ▶ 18:13 Harry Stebbings Given the pace of deployment, we are seeing model evolution so fast and so rapidly that you're essentially seeing this kind of decay rate on models being greater than ever because it's like next one, next one, next one, and actually…
- ▶ 18:13 Harry Stebbings Given the pace of deployment, we are seeing model evolution so fast and so rapidly that you're essentially seeing this kind of decay rate on models being greater than ever because it's like next one, next one, next one, and actually…
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 31:01 Byron Deeter So that it's not as wonderful as NVIDIA is. 2 times in the scene
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 1:04:56 Jason Lemkin If, just in our four or one K's or our private, we've all, we're all making so much money off AI, just being an Nvidia, Microsoft, uh, and, and, and, and, uh, the top seven white, white Corweave doesn't seem to be doing better if it's down… 4 times in the scene
20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From Stockholm with Max Junestrand
- ▶ 13:43 Harry Stebbings So my takeaway is buy more NVIDIA.
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 14:03 Harry Stebbings And I'm like, the core unwavering asset here is NVIDIA. 3 times in the scene
- ▶ 21:44 Jason Lemkin Um, I'm not even sure, even with NVIDIA, Jensen's everywhere, right?
- ▶ 43:05 Rory O'Driscoll So if you can coattach, even if you're not AI CapEx, if you're not NVIDIA, if you're not, if you can just coattach to the money, you're going to get a pop.
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 1:18:27 Harry Stebbings We spoke about NVIDIA. 8 times in the scene
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 32:20 unnamed speaker Nvidia. 2 times in the scene
- ▶ 47:45 unnamed speaker Someone, at some point someone's going to depreciate all these Nvidia chips and someone's going to have to pay for them. 4 times in the scene
- ▶ 1:09:52 unnamed speaker It was the best performing sector ever, even excluding Nvidia.
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- ▶ 12:56 Martin Casado I mean, NVIDIA is continuing to grow in value.
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 51:08 Harry Stebbings In 10 years time, we could have 10 trillion dollar companies with Microsoft and NVIDIA.
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
- ▶ 12:35 Vlad Tenev You've got NVIDIA. 2 times in the scene
Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
- ▶ 25:54 unnamed speaker It's not like the shorting Nvidia stock here, dude, which is the bet you take if you really believe. 2 times in the scene
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
- ▶ 59:55 Rory O'Driscoll And you know, one version of the message is he stopped brilliantly by, as I said, he stopped brilliantly buying his stock back with his free cash flow and instead spent it on Nvidia GPUs.
Fiverr CEO & Founder, Micha Kaufman: "If You’re Not Adapting to AI, F* You. You’re Done!" · 20VC with Harry Stebbings
- ▶ 49:51 Harry Stebbings And what I mean by that is it feels like today's environment is more and more about the 0.0001%, Anthropic, OpenAI, NVIDIA, TSMC, Google, Facebook, Microsoft, the multi-ten trillion dollar companies.
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- ▶ 2:51 Varun Mohan Like we were, we basically said NVIDIA is going to sell a lot of GPUs.
- ▶ 21:44 Varun Mohan And I think maybe an example of this that I like to bring up is even a company like NVIDIA, I think everyone outside looking in is like, CUDA is the real moat. 4 times in the scene
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- ▶ 49:38 Richard Socher And like, you know, I think parallelism has helped a ton, like, and NVIDIA shows us that, yeah, you, we might not double the number of transistors or whatever every 18 months, but like we may have more parallel ones.
Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
- ▶ 1:47 Stan Boland Um, did a second deal in the chip space, which I built a company and sold that to NVIDIA, um,
- ▶ 25:54 Stan Boland Um, but I was more thinking about the, the chip design layer, so not even chip fabrication, but, you know, chip design, which is where 75% of the value in the semiconductor space is, is what NVIDIA is, what Qualcomm is, what Broadcom is,…
- ▶ 1:13:03 Stan Boland But some of the things that are going to be content, we, we're still going to be doing very large matrix vector multiplies at high speed in silicon, and I think, yeah, that's the sort of thing I think we can build, yeah, competitive…
- ▶ 1:16:20 Stan Boland It's just, you know, so, so within NVIDIA, we used to have a, Jensen at the top, we had a layer of people whose job was to buffer everybody else in the company, actually.
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 56:57 Harry Stebbings I was with a nineteen-year-old founder trying to take on NVIDIA this morning, um, raising twenty million dollars for a pre-seed. 2 times in the scene
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 6:46 Mitchell Green Nvidia stock fell.
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 7:53 Harry Stebbings Why is it then that bluntly so much of the market just continues to use it and 40% of Nvidia's revenue is using that dead chips for inference? 8 times in the scene
- ▶ 40:22 Harry Stebbings You know, we've obviously got the 800 pound gorilla that is NVIDIA. 7 times in the scene
- ▶ 45:43 Andrew Feldman I, I think, uh, you know, in five years from now, NVIDIA is going to have 60. 10 times in the scene
- ▶ 49:55 Andrew Feldman We, we've deployed, uh, tens of exaflops of compute vastly more than, than anybody else that, that, that isn't AMD or NVIDIA, right?
- ▶ 54:24 Harry Stebbings On that, sorry, are NVIDIA going to have a clusterfuck of unhappy customers who bluntly have waited so long for chips, by the time they get them, the chips are outdated and they're going, what? 3 times in the scene
- ▶ 1:06:22 Harry Stebbings What's the most underrated threat to Nvidia's market share dominance? 3 times in the scene
- ▶ 1:12:47 Andrew Feldman So 10 years ago, NVIDIA was worth ten billion dollars.
Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
- ▶ 1:07:52 Elias Torres I'm, I'm scared of the giants, they're not gonna last, but, uh, Nvidia, I think Compute, it's gonna, we're thirsty for Compute.
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.
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 0:00 Steeve Morin The thing with Nvidia is that they spend a lot of energy making you care about stuff you shouldn't care about, and they were very successful.
- ▶ 1:31 Steeve Morin It could be Nvidia, it can be AMD, it could be TPU and whatnot.
- ▶ 1:44 Harry Stebbings Can I ask you then, if we think about sitting between any model and any provider there in terms of AMD and video, do you think then we will be existing in a world where people are using multiple models simultaneously and that is…
- ▶ 3:44 Steeve Morin Um, but, you know, a simple example is if you, you know, switch from Nvidia to AMD, uh, on a seven TB model, you can get four times better efficiency, right?
- ▶ 4:33 Steeve Morin You can do inference with it, but by far the most successful framework for training is PyTorch, and PyTorch was very much built on top of CUDA, which is the Nvidia software, right? 6 times in the scene